Scheduler Filters help your staff members see only the pertinent locations and operatories for their daily workflows such as when confirming/scheduling appointments, verifying eligibility, and so on.
Perform the steps below to customize the scheduler view.
- Navigate to the Scheduler.
- Click on the Filter.
- Select the Custom Filter tab.
- Enter the required information.
- Click Apply.
To create Scheduler Filters for anybody to use, perform the steps below.
- Click System Menu > Practice Settings.
- Click Scheduler > Account Filters.
- You will see all the saved scheduler filters of the practice on the grid.
- Click on Scheduler Filter from the grid to edit it.
- Click Edit.
- To delete a Scheduler filter from the grid:
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- Select the required Scheduler Filter(s).
- Click Delete.
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- Create a new filter by clicking +Add Account Filter at the top-right. The following window will appear
- Enter the preferred details for your new filter:
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- Filter Name: Enter an easily identifiable name for the use of this filter.
- Filter Description: Enter a description to help identify the purpose of this filter.
- Locations: Select the locations that should be viewable when using this filter on the scheduler.
- Specialties: Select the preferred specialties to see only those operatories when using this filter.
- When you select a specialty, the Scheduler will only show the providers that have that specialty assigned to them in their provider details and have been assigned to operatories in the selected location(s).
- Providers: Select the preferred providers to see only those operatories when using this filter.
- Make sure the treatment providers have been assigned to the correct operatories by setting this up in the production calendar.
- Production Types: Select the intended production types to see only those operatories when using this filter.
- Assign production types to certain operatories and periods by setting this up in the Production Calendar.
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- Click Save.
- A toast notification will appear on the top stating 'Account filter created successfully'.
Practices can use this simple guide to learn how to customize the scheduler views for their practice.