Diary Filters help your staff members see only the pertinent locations and surgeries for their daily workflows, such as when confirming/scheduling appointments, verifying eligibility, and so on.
Perform the steps below to customise the Diary view.
- Navigate to the Diary.
- Click on the Filter.
- Select the Custom Filter tab.
- Select the required information.
- Click Save & Apply to save the filter and apply it.
- Click Apply to use the newly created custom filter.
To create Diary Filters for anyone to use, perform the steps below.
- Navigate to the System Menu > select Practice Settings > Diary > Account Filters.
You will see all the saved Diary filters of the practice on the grid. To edit the Diary Filter,
- Click Edit on the desired Diary Filter from the grid.
- Make the required changes.
- Click Save.
To delete a Diary filter from the grid:
- Select the required Diary Filter(s).
- Click Delete.
- On the delete Warning modal, click Yes to proceed with the deletion.
- Create a new filter by clicking + Add Account Filter on the top-right.
- Enter the preferred details for your new filter:
- 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 Diary.
- Specialities: Select the preferred specialities to see only those surgeries when using this filter.
- When you select a speciality, the Diary will only show the Clinicians that have that speciality assigned to them in their Clinician details and have been assigned to surgeries in the selected location(s).
- Clinicians: Select the preferred Clinicians to see only those surgeries when using this filter.
- Make sure the treatment Clinicians have been assigned to the correct surgeries by setting this up in the production calendar.
- Production Types: Select the intended production types to see only those surgeries when using this filter.
- Assign production types to certain surgeries and periods by setting this up in the Production Calendar.
- Click Save.
- A toast notification will appear on the top right stating, 'Account filter created successfully'.
Practices can use this simple guide to learn how to customise Diary views for their practice.