Applying or Editing Filters

Filters enable you to define the information that displays on your screen. Within Appointments, the Filter is available from the following screens:

  • Reception View
  • Dashboard
  • Weekly
  • Current appointments
  • Free slot search

Filters can be saved, for either personal or practice wide use and can be turned into Saved Views, see Creating Views for your Practice for details.

You can set a default filter to display when you access Appointments, see Preferences - Filter for details.


Applying and Saving Filters (1:22)

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