Adding Appointments Filters

Appointments filters provide a quick way to view a selection of book owners and/or clinics on the Extension Plan screen, for example, all GPs or all Nurses. To add an Appointments Setup filter:

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

   

2. From the top of the screen, select Add appointments filter . The Create Appointments 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 a category heading to expand, for example, Sex to display the list of available options:

   

   Training Tip - Use the scroll bar on the right to move through the screen.

4. Select the filter criteria you want to include.

   Note - Inactive clinics and clinicians with appointments, who are marked as inactive book owners, display at the end of the list with a line through the name. Any inactive clinics and clinicians without appointments do not display.

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.

   

Copying an Appointments Filter

You can quickly and easily add a filter by creating a copy of an existing filter and its settings. To copy a filter:

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

   

2. Tick the filter you want to copy, an additional toolbar displays:

   

3. Select Duplicate to duplicate the filter.

   Note - You can only select one filter to copy, if you select multiple filters the Duplicate option becomes unavailable.
   

4. The Create Appointments Filter screen displays:

   

   Complete in the usual way, see Adding Appointments Filters for details.

   Note - You must enter a different name for the duplicated filter.

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.

Note - To print this topic select Print in the top right corner and follow the on-screen prompts.