Custom Views in the Activities module allow providers and administrative staff to organise, filter, and prioritise their workload more effectively. Whether you are managing Tasks, Clinical Actions, or Work Lists, custom views help you focus only on relevant items, reduce unnecessary clutter, and ensure important actions are not missed.

By tailoring these views to your workflow - such as tracking patient follow‑ups, monitoring outstanding clinical reviews, or managing administrative to‑dos - you can improve both productivity and the quality of patient care.

Contents

• Creating a Patient View for Activities
• Updating a Patient View for Activities
• Deleting a Patient View for Activities

Creating a Patient View for Activities

1. Open the MediRecords Menu and click the Activities icon.
   
    

2. You will see three tabs:

   • Tasks
   • Clinical Actions
   • Work Lists
     
     
      
   ✅ Tip: The example below shows Tasks, but the steps are the same for all three.
3. Click Views.
   
    
4. Select New View.
   
    
5. To create a new view, enter a name in the View Name field, choose the Entity, Field, and Operator to set your filtering rules, optionally add a Description, and then click Save.
    

Updating a Patient View for Activities

1. Open the MediRecords Menu and click the Activities icon.
   
   
    
2. Choose the correct tab (Tasks, Clinical Actions, or Work Lists) and then click Views.
   
    
3. Go to the Saved Views tab, tick the checkbox next to the view you want to update, and click Edit.
   
    
4. You may modify the View Name, Entity, Sharing Level, and Description, then click Save to apply your changes.

Deleting a Patient View for Activities

1. Open the MediRecords Menu and click the Activities icon.
    
    
2. Choose the correct tab (Tasks, Clinical Actions, or Work Lists) and then click Views.
   
   
    
3. To delete a saved view, go to the Saved Views tab, tick the checkbox next to the desired view, click Delete, and confirm by selecting Yes to permanently remove it.