Schedule Filter Recommendations

The filter is located within the Schedule module's navigation bar. See Example Individual users can set their preferred selections in the Custom Filter and click the Set as Default button. This will display the selected events, statuses, and people each time the schedule is accessed.

The default selections in the Custom Filter may vary based on the role the employee plays in the practice. The most common selections for the Custom Filter settings are listed below:

• Calendar Item Types: Select all items.
• Calendar Item Status: Select Active, In-Progress, Completed, and Available Slots. 
• Employees: Select all employees. In a multi-doctor practice, the providers may choose to select only their name in the Employees' section. This will display only events associated to that provider.
• User Roles: Select all user roles. 

Instructions

1. Access Schedule > click the filter icon > Custom Filter.
2. In the Calendar Filter modal, check or uncheck items as appropriate to your situation. 
3. Click 'Set as Default.'
4. Click 'Save.'

Additional Information

During the course of the day, it may be necessary to alter filter selections for specific tasks. For example, when printing the schedule you may choose to remove all events from the filter with the exception of the appointments. If you are temporarily changing your filter selections, simply click the filter icon and select Reset to return to your default settings.

1. From within the Schedule, access the filter icon > Custom Filter.
2. In the Calendar Filter modal, check or uncheck items as appropriate to your situation.
3. Click 'Save.'
4. When you no longer need the new filter view, click the filter icon > select Reset. This action will change your schedule to the filter default.