Adding Filters

 

Saved Filters (0:34)

Important - For practices with a hosted server, for example AEROS, you must watch the videos on your local desktop. To do this copy and paste the url for this web page into your local browser. Local health board restrictions may also affect access.

Filters provide a quick way to view a selection of book owners and/or clinics, for example, all GP's or all Nurses. The default filter displays book owners with active plans:

  1. From the Appointments Setup menu, select Saved filters . The list of existing filters displays:

  2. Select Add saved filter from the top of the screen. The Create Saved Filter screen displays:

    Complete as appropriate:

    • Name - Enter a name for the new filter.

    • Practice wide filter - Tick to make this filter available to the whole practice.

  3. Select the book owners that you want to include.

    Training Tip - Choose Show more clinicians to display all book owners.
    Note - Inactive book owners display at the end of the list and have a line through their name.

  4. Select the Clinics that you want to include.

    Training Tip - Choose Show more clinics to display all clinics.
    Note - Inactive clinics display at the end of the list and have a line through the name.

  5. Select Apply to save changes. The list of current filters displays, including the new filter:

  6. Select Save to save your changes or Reset to cancel any changes:

Updating Rows

The following notifications display on the screen when additions, modifications and deletions are made:

  • Addition - Adding a new row.

  • Modification - Modifying an existing row.

  • Deletion - Deleting rows.

Note - The notifications disappear once you save or reset the changes, a warning symbol displays if the change cannot be made, for example, if the name you are using is already in use.
See Editing Filters and Deleting Filters for more information.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.