Navigating and Customizing Tables in Adit
Navigating and Customizing Tables in Adit
Overview
The updated Adit platform introduces smarter, more customizable tables to enhance how you interact with data. Whether you are viewing patient lists, appointment data, or forms, the improved tables are designed to support multitasking and offer maximum control over what you see and how you work.
What’s New in Table Views?
This feature is helpful for users who frequently apply the same filters or column configurations and want to streamline their workflow.
Navigate to any table view (e.g., Patients, Forms, Appointments).
Apply the desired filters and column order under table settings.
Click on the three dots and click on Save View.
Name the view (e.g., “Today’s Submissions”) and click Save.
How to Pin or Reorder Columns
You can drag and drop columns to rearrange the table layout, or even make certain columns “sticky” by pinning them.
Hover over the column header.
Click and drag to move it to a new position.
Infinite Scrolling Instead of Moving To Another Page
Describes how pagination has been replaced with continuous scrolling, allowing users to seamlessly browse long lists of data without needing to click through pages.
No need to navigate to the “Next Page.”
Just scroll down and more rows will load automatically.
Multitasking with List + Detail Views
Clicking a record (e.g., a patient form or message) opens a side panel with details while the full table remains visible. You can:
Review records one by one
Take actions without returning to the list
Maintain workflow momentum
Related Articles
How to Check the Eligibility Status of an Insurance Verification in Adit
Insurance verifications in Adit are primarily handled by the Adit team, but your practice team can easily check the real-time progress and status of each verification through the RCM module. Where to Check Insurance Status Go to the left navigation ...Guide to Adit's Revenue Cycle Management (RCM)
Revenue Cycle Management, or RCM, is a business process used by healthcare providers to ensure they are paid for the services they provide. RCM encompasses a wide range of specific tasks, from patient registration and insurance verification all the ...How to Use the Create Request Button in Adit
How to Use the Create Request Button in Adit Overview The Create Request button in Adit provides quick access to multiple patient-related actions without navigating through individual modules. From sending review requests to processing payment ...Reset your Adit password
If you have forgotten your Adit password, you can easily request a reset right from the login page. To reset your Adit password: Navigate to the login page. Below the password field, click the Forgot Password? link. Enter your username. Click the ...Add or Update Your Billing Information
There are generally two types of charges you will receive from Adit: your monthly or annual subscription fees, and platform overages (such as mass texts or tracking minutes). For more information on Adit’s Usage Policy and how we charge for overages, ...