Each user can create their preferred filters in their User Settings, while filters to be used by all can be created in the Practice Settings.
Perform the steps below.
- Navigate to the System Menu > User Settings.
- Select the Scheduler Filter tab.
- Click Add User Filter.
- 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.
- You will receive a toast notification stating 'Scheduler Filter created successfully'.
Practices can use this simple guide to learn about adding the diary filter for a user.