Set up your preferences
- If you want to use the My List filter in the list of Referrals Received, you need to set up preferences for each individual site where you're authorized to manage referrals. The preferences are applied to the My List filter that's available on the Referrals Received list for that individual site. See Working with referrals received.
- If you haven't already:
- Click the menu made up of your initials lastname, firstname
.
- Click the Preferences option.
- The sites where you're authorized to manage referrals are listed. Click the provideriname to access the preferences options for that site.
Setting up preferences
- All referral sites have the options to filter by the first letter of the patient's last name, and show referrals only from selected sites.
- Home care providers, including home health, home hospice, home infusion, and medical equipment, have one additional filter: show referrals by service area town
- Mass General Brigham Home Care has another additional filter: show referrals by MGBHC team.
- For each type of filter you want:
- To add an item, click
to display a checklist of options. - To search for a site, press CTRL+F to open the browser's search field, and then type the name. Items that match what you're typing are highlighted.
- Click to check
one or more items. The only available items are those that are not already selected. - When all applicable items are checked, click save.
-
To remove an item, click its
. - Click return to list when the filters you want are set.
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