Creating Custom Scheduler Filters lets you view the necessary operatories for daily workflows that are needed for confirming and scheduling appointments. Your team can select from these filters to find the exact availability needed for patients. The more filters you have, the easier scheduling will be.
You can add Custom Filters from the Dashboard or the Scheduler.
Play this video for a quick overview.
Creating Custom Filters From Dashboard
- Click Find Slot from the Dashboard.
On the Find Slot modal that appears.
- Select the Custom Filter tab.
- Select the relevant options for the Custom filter.
- Click Save & Search Appointment.
| Note: Any previously created custom filters will be displayed on the Favourite Filter tab. |
- Enter the Filter Name and Filter Description on the Add Scheduler Filter modal that opens up.
- Click Save.
- You have now successfully created what we call a User Filter and you can now view and use this filter for Find Slot.
- All your custom filters can be found under the Favourite Filter tab, so that next time all you have to do is click on the filter to directly apply the filters chosen.
Access and Utilise the Custom Filter from the Scheduler
To access the custom filter from the scheduler:
- Navigate to the Scheduler > click the Filter button on the top.
A similar modal is opened where you can create your custom filter or use the saved filters as per your choice.
Practices can use this simple guide to create custom filters in alternate ways in CareStack.