Overview

Once you login to Carevoyance from app.carevoyance.com/ you will be redirected to the home dashboard. The home dashboard consists of the following: 

• Recent Searches
• Saved Searches
• Codeset Searches
• Saved Lists

Recent Searches
Recent Searches will list your latest searches, the number of providers in that specific search, and the timeframe it was last searched. Under Search Criteria you can click on the name of the search to run the same search again. You can also use the 3 vertical dots on the right to remove a search.  

Saved Searches
Saved Searches will house all searches that have been created by you or shared with you by your Org or CSM. It will list the title of the search, who the search is shared with, and when it was last updated. You can click the 3 vertical dots on the right to run the search, edit it, or remove it. Please note that you will only be able to edit or remove saved searches that you have created and not ones that have been shared with you, unless you have been granted edit permissions.   

Codeset Searches
Codeset Searches will house all codesets that have been created by you or shared with you by your Org or CSM. It will list the name of the codeset, who the codeset is shared with, and the last date it was updated. The three vertical dots on the right allow you to run the codeset search, edit the codeset, and remove it. Please note that you will only be able to edit or remove codeset searches that you have created and not ones that have been shared with you, unless you have been granted edit permissions.   

Saved Lists
The final section is Saved Lists, this area houses all lists you create or lists that are shared with you. It will contain the name of the list, how many providers are in that list, who the list is shared with, and when it was last updated. You can click the three vertical dots on the right to run a search with your list, edit the list, and remove it. Please note that you will only be able to edit or remove lists that you have created and not ones that have been shared with you, unless you have been granted edit permissions.    

To learn how to create a list please view the following article:
How to Create a List