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Patient Copilot Help Center

New Sub-Accounts List UI Agency Plans

The Sub-Accounts List in Patient Copilot has been updated with a new, modern interface. Agencies on the plans can now access advanced filtering, bulk actions, and improved performance—offering the same streamlined experience available Pro users. * * * ## What is the Sub-Accounts List Revamp? The Sub-Accounts List Revamp is a major update to the Sub-Accounts management page for agencies on Patient Copilot’s plans. This update introduces a visually refreshed interface, enhanced performance, and new management tools by migrating the module to Patient Copilot’s micro-app framework. The result is a more efficient, scalable, and user-friendly way to manage all your client accounts from one place. * * * ## Key Benefits of the Sub-Accounts List Revamp The redesigned Sub-Accounts List delivers several improvements to help agencies manage their client accounts more efficiently: - Modern, Unified UI: Enjoy a visually consistent experience across all plan tiers, with updated typography, spacing, icons, and layout.

  • Faster Performance: Experience quicker page loads and smoother interactions, reducing time spent on routine management tasks.
  • Advanced Filtering: Quickly locate specific sub-accounts using intuitive filter controls.
  • Bulk Actions: Perform actions on multiple sub-accounts at once, streamlining repetitive tasks.
  • Responsive Design: Seamlessly manage accounts on any device, with layouts optimized for desktops, tablets, and mobile screens.
  • Future-Ready Infrastructure: Benefit from the micro-app architecture, enabling faster rollout of upcoming features like sub-account tagging and column customization. * * * ## Old View VS New View Sub-Account List View ### Old View**!(https://assets.patientcopilot.ai/525b251f06703af9.png)** New View !(https://assets.patientcopilot.ai/a05acebbd7e3ff6d.png) * * * ## Advanced Filtering in the Sub-Accounts List The new Sub-Accounts List UI in Patient Copilot now includes an Advanced Filter option, available to agency users on the ** plans**. These filters help you quickly find sub-accounts based on specific platform features, configurations, or status. ### Step 1: Add a Basic Filter 1. Click on the Filter(Funnel) button at the top of the Sub-Accounts List.
  1. The Advanced Filters panel will slide open, displaying four filter categories: - General (e.g., Date Added, Snapshots) - Reselling (e.g., Listings, WhatsApp, Email, AI tools) - Rebilling (e.g., Email/Phone Verification, LC Premium) - LeadConnector (e.g., LC Email, LC Phone)
  2. Click on any Search Filed of your choice under any of the above four categories.
  3. Select the Conditions you want to filter by for the particular search filed.
  4. Add an OR Logic filter by clicking the + Add Filter button. OR Logic: At least one condition must be true for a result to be shown. Filters are applied so that data matching any one of the conditions is included. Example: If you filter by ( LC Email is Enabled or LC Phone is Enabled), this will return sub-accounts that have either LC Email or LC Phone enabled (or both).!(https://assets.patientcopilot.ai/6e33086eff3e600d.gif) ### Step 2: Add Nested Filters (Optional) 1. Click on the + Add Nested Filter button. 2. This filter works on the AND Logic. And Logic: All conditions must be true for a result to be shown. Filters are combined so that the data must match every specified condition. Example: If you filter by (Date Added after Jan 1 and LC Email is Enabled), this will only show sub-accounts that were added after Jan 1 and also have LC Email enabled.!(https://assets.patientcopilot.ai/a6ac4d9635ea34f0.gif) ### Step 3: Apply and Review Filter Results 1. Click Apply to run the selected filters.
  5. Review the returned Sub-Accounts that match your criteria.
  6. If no results match, Patient Copilot displays a message indicating that no locations were found.
  7. After filters are applied, Patient Copilot keeps the active filter state visible on the listing page so you can quickly confirm which criteria are in use.!(https://assets.patientcopilot.ai/90f5d05a2e117e88.png) ### Step 4: Review and Manage Applied Filters Visible filter controls make it easier to understand why specific Sub-Accounts appear in your list. This helps you refine results faster without reopening the full filter workflow every time. 1. Patient Copilot shows a clear visual indicator for filters that are currently active.
  8. The applied-filter area gives you a quick preview of the filter criteria shaping the list.
  9. You can remove or adjust filters with a single action to refine results more efficiently.!(https://assets.patientcopilot.ai/e60922f0ade3350c.png) * * * ## Bulk Actions for Sub-Account Management Bulk actions allow agencies to efficiently manage multiple sub-accounts at once, reducing repetitive manual work. - Use checkboxes to select individual sub-accounts or click on the Select all check box.