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Create a new panel view

You can create a new panel view so you have a workspace with just the information and tools you want.

You can create unique panel views for each workspace that uses them i.e., Patient Charting, Patient Dashboard, Provider Dashboard, etc.

  1. Select the current panel view name
  2. Select Manage Panel Views from the drop-down menu
  3. Select Add View
  4. Enter a View Name
  5. Optional: Toggle Copy Existing? to Yes and choose a view whose panels you want to copy
  6. Select OK
  7. Select Save
    • You can edit a view's name again by selecting Paper and pen edit icon.
  8. Select +Add to add the panels you want to include in your new view  
  9. Select Save

Delete a panel view​

You can delete a panel view that you created.

  1. Select the current panel view name
  2. Select Manage Panel Views from the drop-down menu
  3. Select Red circle icon. to the right of a panel view that you created  
  4. The view disappears from the list
  5. Select Save