Help Center Membership Management: The Dashboard The list (a queue's own screen)
The list (a queue's own screen)
Since 11/10/2026 a queue's list is on its own screen, opened from the left menu, a big card or a link in the brief (see "A queue on its own screen" above).
Search and filters
At the top of the list panel:
| Control | What it does |
|---|---|
| Search by name box | Shows only rows whose name contains what you type. Upper/lower case does not matter. Works on every list, including "Seen in …, no membership". |
| All membership types drop-down | Pick a membership type to show only that type, or No membership (since 11/10/2026) for patients who never had a membership or whose membership ended. A type lists its current members only; an ex-member is under No membership, not under their old type. |
| Any order status drop-down | Pick an order status: Upcoming Reorder, Pending Provider Approval, Ready to Order, Ordered, Shipped, Delivered / Received. |
| Reorder on/before date box | Shows only rows whose next reorder date is on or before that date. |
| Clear filters | Shows when any filter is set. Clears all four. |
- Filters only change what you see in the list. They never change the card numbers.
- The number in the list heading (for example Overdue reorders (2)) is the number after filtering. The card shows the full number.
- Filters stay set when you click another card. If a list looks too short, look for Clear filters.
- Filters are not saved. They reset when you leave the page.
The heading and the explanation
The page title is the queue's name with its count (the section's name is the small label before it). Under it, in grey, is the queue's one-sentence explanation. Some cards add a longer note (quoted in each card above). Over the table: Click a column heading to sort; click an order-status chip to work the reorder right here.
If a list is empty: Nothing in this queue.
The patient list under a card
Most cards use the same table.
The explanation, once: under the list's heading is one sentence saying what the list is. Some lists have more detail (how rows get on and off, what the buttons do): it sits folded under More about this list below the search bar, click it to read.
Tracking numbers on the Ordered · shipped list (and Pharmacy → Shipping) show as a small grey box with the carrier and the number and a ↗: click it to check the package on the carrier's site.
Scrolling a wide list: when a list is wider than the screen and runs past the bottom of the window, a side-scroll bar is pinned to the bottom of the window, right under the list. Drag it to move left and right from anywhere in the list, you never have to scroll to the end of the list first. It goes away when the list's own scroll bar comes into view. This works on every page with a wide list or table. On a laptop trackpad you can also swipe sideways over the list, or hold Shift and use the mouse wheel.
| Column | What it shows |
|---|---|
| (tick box) | Tick rows to act on several at once (see Ticking several rows below). The tick box in the heading ticks every row in the list. Shown when you are allowed to use at least one of the list's buttons. |
| Patient | The patient's name. Click it to open the patient page. |
| Membership | The membership type. |
| Status | The membership status badge: Active (green), Paused (amber), Canceled (plain). |
| Next reorder | The next reorder date, MM/DD/YYYY (- when the membership type has no reorders; a small \* means someone set it by hand). |
| Order status | Where the reorder stands (the badges below). Click the badge to open the reorder pane right under the row. |
| Next autopay | The next payment date. A red Payment failed badge shows if the last payment failed. |
| Next follow-up | The date the next follow-up is due (a \* means someone set it by hand). |
| Last call | The date of the last follow-up call and how it went, answered (green) or no answer, left voicemail, texted (amber); - if none. |
| Placed at pharmacy | Only on Ordered · not shipped, Ordered · shipped, and Placed at the pharmacy, recorded. The day the order was placed. |
| Prescription | Only on the same three cards. The drugs on that order, with the pharmacy's order number (#…) under them. |
| Tracking | Only on Ordered · shipped. Carrier and tracking number, linked to the carrier's tracking page, or no tracking yet when the pharmacy reported the order finished before its shipping e-mail arrived. |
| Status (on Ordered · shipped) | The row's chip reads Shipped; a small no tracking marker next to it (same size as the by Auto marker) means the pharmacy reported the order finished but no number has arrived yet. |
| (buttons) | The row buttons. The column only appears if at least one row has a button you are allowed to use. |
Each row is one thin line, so the whole row fits on the screen. Click any heading to sort by it.
Ticking several rows
Tick the rows you want (or the tick box in the heading for all of them). A green bar appears above the list: N selected, a button for each action the list offers, and Clear. The buttons are the same ones each row has:
| Button | What it does to every ticked row |
|---|---|
| Delete selected | Deletes the open reorder (and any prescription waiting for approval). Nothing is sent; a reorder reopens fresh if the patient is still due. |
| Hold selected | Asks for one reason, then puts every ticked prescription on hold. |
| Release selected | Releases holds placed by staff. |
| Delivered selected / Remove selected | On the Ordered cards: marks the orders delivered / takes them off the list (the order stays on the patient). |
| Make inactive selected | Makes the patients inactive (on the Patients page, and on rows whose reorder cannot be deleted). Since 11/10/2026 lists no longer archive; Archive is on the patient page only. |
| Stop follow-ups selected | Stops nurse follow-ups for those patients. |
| Dismiss selected | On Placed at the pharmacy, recorded and Seen in …, no membership: takes the rows off the card. |
- A number after a button, for example Make inactive selected (1), means only that many of the ticked rows can take that action; the others are skipped.
- One confirm box names the count and what happens. The rows are then done one at a time. When it finishes, the bar says how many were done and lists any that were not, with the reason (for example someone else already sent it). The rest still go through.
- Each row is logged in the Audit log exactly as if it had been done on its own, under your name.
- Only people allowed to use a row's button see the matching button on the bar.
Sorting
Click a column heading to sort by it. Click again to reverse. Every heading shows a faint ⇅ until you use it, then ▲ (A→Z, earliest or smallest first) or ▼ (reversed). Blank cells always go to the bottom. The Order status sort puts the most urgent first: overdue (oldest first), then due soon, then by stage. Your choice is remembered in this browser and used on every list. The default is Next reorder, earliest first. Since 10/29/2026 the Placed at pharmacy, Prescription, Why on hold and Tracking columns sort too; only the tick-box and button columns do not. Order chips line up in every row (the clickable chip no longer sits further right).
On the two "Ordered, " cards, the Order status chip and the reorder pane show the patient's current reorder. If the patient has two open orders, that may not be the order on that row. The Placed at pharmacy, Prescription and Tracking columns, and the Delivered and Remove buttons, are always about the row's own order.
The order-status chip
| Chip | Meaning |
|---|---|
| (order cards) | On Ordered · not shipped, Ordered · shipped and the other order cards, each row is one order, so the chip always shows that order's status (Ordered, Shipped, Delivered…), never "No reorders" or a review flag, which are about the membership, not the order. An order with a tracking number, or one the pharmacy reports shipped, reads Shipped. On Ordered · not shipped, an order the pharmacy reports finished but not shipped (and with no tracking) reads Finished · not shipped. |
| EMR differs · review (gold) | A hand-added patient may be an EMR patient, the EMR reports a different membership for a hand-added one, or the EMR changed a detail the portal keeps locked. Chip cannot be clicked; open the patient. |
| EMR status changed, review (gold) | See "EMR disagrees · review". |
| Possible duplicate, review (gold) | See "EMR disagrees · review". |
| No reorders (grey) | This membership type has no medication reorders. Chip cannot be clicked. |
| Overdue · (status) (red) | An open reorder past its date, for example "Overdue · Upcoming Reorder". |
| Upcoming Reorder | A reorder is open; nothing prepared yet. |
| Pending Provider Approval (gold) | Prepared, waiting for a provider. |
| Ready to Order | Approved, not yet placed. |
| Ordered / Shipped (blue) | Placed with the pharmacy / on its way. |
| Delivered / Received (green) | Done. |
| Overdue (red) | No reorder open, and the reorder date has passed. |
| Due in Nd (gold) | No reorder open; due in N days. It shows when the reorder date is within your clinic's reorder notice days. |
| Not due (grey) | Nothing to do yet. |
The Due in Nd chip follows your clinic's reorder notice. For example, with a 10-day notice, a patient due in 9 days shows Due in 9d; with a 5-day notice, that patient shows Not due. Change the notice in Admin → Settings → Schedules → Reorder notice (days before due), or in the box right under Auto-prepare in Pharmacies (it is the same setting).
Next to it you may see a second chip from the pharmacy:
| Chip | Meaning |
|---|---|
| by Taylor / by Auto (blue for Auto) | Next to a prepared prescription: who prepared it and is accountable for it. by a staff member's first name (hover for the full name), or by Auto when the portal prepared it by itself and nobody has edited it yet (hover: "Prepared automatically by the portal when the reorder came due"). |
| Sent to pharmacy (blue) | Sent electronically; waiting for the pharmacy. |
| Pharmacy accepted (green) | The pharmacy took the order. |
| Faxed to pharmacy (blue) | Sent by fax. |
| Pharmacy rejected / Pharmacy error (red) | The pharmacy refused it or something went wrong. |
| Auto-prepare: no Rx to copy (gold) | Auto-prepare could not fill the prescription. Hover for the reason. |