How to Search and Filter Invites

If you have a large amount of invites, you can use the Search box to quickly locate an invite. The search functionality returns invites in all How to Search and Filter Invites. By default, if no keyword is typed in the Search box, name will be searched. Search supports the equals sign (=) operator, for example, phone number = 2145553344.

Note: To see a list of available search options, type a period (.) in the Search box.

Searching with a Keyword

Type a portion of the keyword until options appear in the list. You can use any of the following keyword options:

First Name Last Name Phone Number Invitation Status

Population Group Population Hospital Payer

 

Filtering Invites

If you have a large list of invites or you only want to see a certain type of invite, you can use a filter. On the Invites page, you can filter by Email Sent, TextSent, and Text and Email Sent. If you want to remove all filters from the page, you can set Filter By to All.