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Improved Order Search experience (Aug 2024)

We have improved the search and filtering capabilities in the Orders page, helping you quickly locate specific orders and information.

Basic filters

Order searching now supports these filtering criteria:

  • Patient or Recipient (in the case of at-home kits) — First or Last name
  • Patient Email
  • Patient Date of Birth
    • in the YYYY-MM-DD format.
    • e.g., “1988” will filter for all patients born in 1988.
    • e.g., “1988-03” will filter for all patients born in March of 1988 and “1988-03-07” will filter for all patients born on March 7th, 1988.
  • User ID
  • Client User ID
  • Order ID
  • Order Status

Only one Basic filter can be active at any given time. This is because Basic filters are mutually exclusive with each other.

Date filters

On top of the basic filters, you can now filter by date range based on either:

  • the Order Creation date

    • For scheduled tests, the order creation date is considered instead of the scheduled date.

  • the Order Last Updated date

    • This allows you to filter orders based on the date at which the order status was last updated.

Dates are currently filtered with respect to the UTC timezone.

Status filters

Filter based on the most recent status of the order. Note that some statuses are unique to a collection modality such as Mobile Phlebotomy or Self-Collected Test Kits.

You can apply multiple Status filters at the same time. These stack as a logical OR among themselves.

Order Type filters

Filter based on the order type: At-Home Phlebotomy, Walk-In Test, At-Home Test Kit.

You can apply multiple Order Type filters at the same time. These stack as a logical OR among themselves.

Activation Type filters

Filter for:

  1. Scheduled Orders that would not begin execution until the specified target date; or
  2. Current Orders that have been executed and are being fulfilled.

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Improved User Search and Introspection experience (Jun 2024)

The Users page in the Vital Dashboard is now a search-first experience with more filtering and sorting options available. You can now also click on specific users to inspect device connection status and the patient details.

Find your user by typing their Client User ID or Vital User ID into the search bar. For lab testing users: Name, Email and Phone Number are also supported.

Click on a user to reveal the new User Details page:

The General tab

Shows an overview of all patient details and user settings associated with the Vital User ID.

The Connections tab

Provides device connection availability and data ingestion insights of the Vital User.

You can also obtain this same information programmatically through the Introspection API.

APIAPI