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.
- Select the Saved filters option from the See - Appointments Setup Menu.
The list of current filters displays.
. - Select Add saved filter... from the top of the screen.
The Create Saved Filter popup displays. - Enter a name for the filter.
- If you wish the filter to be available to everyone, tick the Practice wide filter box.
- 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. - Select the Apply button to save.
The view updates with the new filter. -
Select Save to save your changes, Reset to cancel any changes or Sort (A-Z) to reorder the list.
See Edit Filters.
Note – To print this topic select Print in the top right corner and follow the on-screen prompts.