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.
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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
Recalls Summary
Results/Clinical Reminders > All
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Click the "Practice" filter and check the box next to the name of the practice to view their recalls:
- Once you have done with this practice, you can then select Clear Filters and repeat these steps for each practice.
To see how to use the other filters, you can follow the steps in this article here: How can I filter my Recalls Activity? |