Editing Filters

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. These can be easily updated as required:

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

   

2. Select the filter you want to update.
   The Edit and Delete options activate.
   
3. Select Edit to update:

   

4. The Edit Saved Filter screen displays. Update the details as required:

   

   Note - Inactive book owners and clinics display with a line through their name.
   See Adding Filters for details.

5. Select Apply to save changes. The list of existing filters displays:

   

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.