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  3. Recalls, Clinical Reminders & Results
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How do I filter my Recalls or Results for a specific Practice?

Last updated 20 June 2025 04:39   ∙   ~ minute read
Best Practice - Medical Director (Pracsoft) - Zedmed - Optomate

Question

We have multiple practices on a shared database. How can I filter my recalls or results for a specific Practice? 

Solution

If you have multiple practices on a shared database, you can use filters to only see recalls for a selected practice by checking the practices name. 

  1. In the Dashboard, go to Recalls > Summary, select the arrow next to the task filtered option you wish to view. Alternatively to view all recalls for a practice, go to Recalls > Clinical Reminders/Results > All 

    Screenshot 2024-07-04 at 12.39.30 PM copy.png

    Recalls Summary

    Screenshot 2024-07-04 at 2.25.27 PM.png

    Results/Clinical Reminders > All


  2. Click the "Practice" filter and check the box next to the name of the practice to view their recalls:

    Screen_Shot_2022-10-25_at_1.51.13_pm.png
    Please note: This filter will show recalls set up by practitioners at this specific practice
  3. Once you have done with this practice, you can then select Clear Filters and repeat these steps for each practice. 

    Screen_Shot_2022-10-25_at_2.36.34_pm.png

 

To see how to use the other filters, you can follow the steps in this article here: How can I filter my Recalls Activity?
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