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How to Switch your All Visits View - Knowledgebase / VSee Clinic for Providers - VSee Health Helpdesk

How to Switch your All Visits View

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For Providers assigned to multiple Clinics, you can choose to switch the patient records view. You can choose to show only the data of your patients visits from the current clinic you are logged in, or all of the data of your patients visits from the other clinics you have been assigned.

This allows Providers to manage the All Visits data for privacy, or to ensure there is no confusion when reviewing the visits of the patients per clinic.

 

Switch to Display from All my Clinics

  1. Click on the Profile Menu or your name.

  2. Under the Display patients field, select From all my clinics.

Note: Only Providers who are assigned to multiple Clinics (not just rooms) have the Display patient field on the Profile menu.

  1. Click the Patients tab.

Under All Visits, the Clinic column will appear, and other data of patients from all the Clinics you are assigned.

visits3.JPG

Note: Whatever you select on the Display Patients field will also affect the patients appearing on your Waiting Room Dashboard. Once you select “From this clinic only” - you will only see patients entering the Waiting room from the Clinic you are currently logged in. If you select “From all my clinics” - you will see the patients who enter your waiting room from all of the different clinics you have been assigned.

 

 

Switch to Display from This Clinic Only

  1. Click on the Profile Menu or your name.

  2. Under the Display patients field, select From this clinic only.

Note: Only Providers who are assigned to multiple Clinics (not just rooms) have the Display patient field on the Profile menu.

  1. Click the Patients tab.

Under All Visits, the Clinic column will disappear, and will no longer show the other data of patients from all the Clinics you are assigned. It will only display patients data from the clinic you are currently logged in.

visits4.JPG

Note: Whatever you select on the Display Patients field will also affect the patients appearing on your Waiting Room Dashboard. Once you select “From this clinic only” - you will only see patients entering the Waiting room from the Clinic you are currently logged in. If you select “From all my clinics” - you will see the patients who enter your waiting room from all of the different clinics you have been assigned.

 

 

Need more assistance? Send us an email at help@vsee.com or check out the Help section under the Profile Menu of your VSee Clinic.

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