Practice Wide Filters

Your practice can have shared filters.

Only members of staff with admin rights can create practice wide filters.

To set a Practice Wide Filter:

  1. Select the Filter button.
  2. If the Filter is orange it means an existing filter is active. See - Clear Filters.

  3. Filters can be applied to the following categories:
    • Gender
    • Spoken Language
    • Clinician
    • Clinic
    • Slot Types
    • Sessions
    Note - Any clinics or clinicians that are marked as inactive book owners, and have appointments, are indicated by a "strike- through". Any inactive book owners without appointments are not displayed.
  4. Select a category heading to expand, for example languages.

  5. Select from the available options
    As the languages for example, are chosen, the number of clinicians updates automatically.
  6. Select additional categories as required.

  7. Click Save .
  8. Enter the Filter Name in the box.

  9. Tick the Practice Wide filter option.
  10. Click Save and apply or Save.

When you right click on Filter you can see any practice wide filters that have been set. They are identified with a House icon.

Note - You can only delete a practice wide filter if you have sufficient admin rights.

Video Tutorials

Applying and Saving Filters (1.19)

Creating Practice Wide Filters (0.53)