Add Filters

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

  1. Select the Saved filters option from the Appointments Setup menu.

    The list of current filters displays.

  2. Select Add saved filter... from the top of the screen.
    The Create Saved Filter popup displays.
  3. Enter a name for the filter.

  4. If you wish the filter to be available to everyone, tick the Practice wide filter box.
  5. Select the Book Owners that you want to be included.
    Choose Show more clinics or clinicians to see all book owners.
    Note - Inactive book owners display at the end of the list and have a line through the name.
  6. Select the Apply button to save.
    The view updates with the new filter.

  7. 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 is already in use.
See Edit Filters and Delete Filters for more information.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.