The Search box on the My To Do tab allows the user to search for a specific To Do. To perform a search, fill in the search parameters using the guidelines below:

1.Select the Status of the To Do using the drop-down menu.

Note: “All except completed” is the default filter.

2.Enter the date range the To Do was created within in the To Do From and To fields. Click theINSYNC~1_img29 icon to select a date from the calendar.
3.Select the Priority level of the To Do using the drop-down menu.
4.Enter the Reminder Date From and To fields to search by the date the user set a reminder to take action on that To Do. Click theINSYNC~1_img29 icon to select a date from the calendar.

Note: Once the reminder date has passed, the To Do will appear to the user in the My To Do tab.

5.Enter a text string to search for within the subject and body of the To Do.
6.Select who the To Do was Received By using the drop-down menu.
7.Select who the To Do was Sent By using the drop-down menu.
8.Click the Search button to perform a search. All To Dos which fit the search criteria will be displayed below.
9.Selecting the "Show To Do of other users" check box to view those To Dos that were assigned to other users.
10.Select the “Show To Do sent to groups which I am part of” check box to view those To Dos that were sent to you and to the groups that you are part of.
11.Select the “Show To Do received from patient” check box to view To Dos received from patient portal users.
12.To clear Search Box fields, click the Clear button.