Help SiteClinic Users Dashboard OverviewFilters and Secondary Portals

Filters and Secondary Portals

Within the Clinical Dashboard you have the ability to set filters to the user's specific preferences.  

You will find the filter navigation button in the top left corner of each portal.  On the left will be the filter button, on the right will be the refresh button.  When default filters are set they will take effect each time a user logs into SpecVet.  

Located on the left side of the Clinical Dashboard is the Active Visits Filters.  On the right side of the Clinical Dashboard are the filter portals that can be navigated by the double blue arrow buttons located at the top right of the screen.  

Each Filter portal will list the filters that have been selected in the top right corner of each portal.

NOTE: The more filters that are set, the less information will be seen and may cause slowness in your dashboard refresh. 

The portals that are available for filtering are:

  • Active Visits
  • Appointments
  • Messages
  • Open Med Rec
  • Orders
  • Prescriptions
  • Triage

By selecting the "Filter" navigation button in each portal will give you a secondary window to set preferences in each area. (The more filters you select, the less information that will appear and possibly slow the refreshing of your Dashboard).  


Active Visits Filter

Within the Visit Filter first you must select your location (if a multiple site hospital) within the "Site" box at the top of the screen.

There are five tabs in which you may filter your preferences 

  • Status
  • Attending Service
  • Attending DVM
  • Current Service
  • Current DVM

Click the box next to each filter you would like then select the GREEN "Set Default" button at the bottom of the screen.  

Appointment Filter

Within the Appointment Filter first you must select your location (if a multiple site hospital) within the "Site" box at the top of the screen.

Choose your preferences by selecting the boxes, date, provider and/or group.  Set your default by selecting the GREEN "Set Default" button at the bottom of the screen.

Messages Filter

The Messages Filter is used for navigating an internal messaging system within SpecVet.  You have the ability to set the filter to "Read" or "Unread" then select the GREEN "Set Default" button at the bottom of the page. 

Open Medical Records

The Open Medical Records Filter allows you to set your preferences to search by Primary DVM and Department.  Set you default by selecting the GREEN "Set Default" button at the bottom of the screen.

Orders Filter

Within the Orders Filter first you must select your location (if a multiple site hospital) within the "Site" box at the top of the screen.

The filter options within Order are:

  • Step
  • Department
  • Type
  • Provider
  • Source
  • Complete/Incomplete

After selecting the filters you would like you will then select the GREEN "Set Default" button at the bottom of the screen.

Prescriptions Filter

Within the "Non Visit Rxs" Filter first you must select your location (if a multiple site hospital) within the "Site" box at the top of the screen.  This will show all of the Non Visit Rxs that are open 

You have the option to filter:

  • Drug Name
  • To Be Filled, Filled, Return to Stock, Returned, Picked Up
  • Patient or Owner

Once you have your preferences you can save your default by selection the GREEN "Set Default" button at the bottom of the screen.

Triage Filter

The Triage Filter is used to alert the staff of potential cases that are headed in for care.  If you are a multi-hospital facility you will need to select the your location to set your default filter.  This filter will show:

  • Patient
  • Reason For Visit
  • Estimated Time of Arrival

NOTE:  The information will list by age, sex, reason for visit, patient name.  There are limited characters allowed for display in the Patient information.  If you list too many characters in the signalment information, the name of the patient will drop off the screen.