Editing Filters

Filters provide a quick way to view a selection of book owners and/or clinics, for example, all GPs 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 Filters and then select either Appointments or Setup. The list of existing filters displays.

   

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

   
   

3. Select Edit to update the filter.
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.

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.