Scheduler filters allow you to customise and streamline how you view and manage tasks, ensuring that you focus on the most relevant items based on specific criteria. Scheduler Filters help you to see only the necessary operatories for your daily workflows (such as when confirming and scheduling appointments, verifying eligibility, and so on).
Watch this quick video for an overall understanding.
Account Level
- Navigate to the System Menu > select Practice Settings > Scheduler > Account Filters.
- Click +Add Account Filter.
- An Add Account Filter slider will open up.
- Enter the Filter Name and Filter Description.
- Select the Locations, Specialties, Providers, and templated Production Types.
- Click Save.
User Level
- Navigate to the System Menu > select User Settings > Scheduler Filter.
- Click +Add User Filter.
- An Add Scheduler Filter slider will open up.
- Enter the Filter Name and Filter Description.
- Select the Locations, Specialties, Providers, and templated Production Types.
- Click Save.
Practices can use this simple guide to create scheduler filters at the account and user levels with ease.