A/R Control Filters

Save A/R Control Filters

To help you quickly use the A/R Control screen, you are able to save and use search create filters. Using saved filters will help you work less and get the information you need faster than having to set your filters and search parameters every time.

  1. Select Patient > A/R Control.

  2. Enter your Search Criteria.  

  3. Click the Save link.

  4. Add a Name for your filter.

  5. Use the Share with drop-down menu to select whether to share this filter on the user or Customer level.

  6. Click Save.  


Load A/R Control Filters

  1. Select Patient > A/R Control.

  2. Click the Load link.

  3. Click on the Filter you wish to use.


Update A/R Control Filters

  1. Select Patient > A/R Control.

  2. Click the Load link.

  3. Click on the Filter you wish to update.

  4. Enter your updated Search Criteria.

  5. Click on the Save link.

  6. Choose whether to Update Filter or Save as New Filter.