Manage Account Options Filters

To help you quickly use the transaction filter Options, you are able to save and use search criteria filters. Using filters will help you work less and get the information you need faster.

1. Select Patient> Manage Account.

2. Enter your Search field to search through your patients or insured.

3. Select the Patient.

4. Click Options.

5. Click the Save link.

6. Add a Name to your filter.

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

8. Click Save.  

1. Select Patient > Manage Account.

2. Use the Search field to search through your patients or insured

3. Select the Patient

4. Click Options.

5. Click the Load link.

6. Click on the Filter you wish to use.

1. Select Patient > Manage Account.

2. Use the Search field to search through your patients or insured

3. Select the Patient

4. Click Options.

5. Click the Load link.

6. Click on the Filter you wish to update.

7. Enter your updated Search Criteria.

8. Click on the Save link.

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

1. Select Patient > Manage Account.

2. Use the Search field to search through your patients or insured

3. Select the Patient

4. Click Options.

5. Click the Load link.

6. Click on the  icon next to the filter you wish to remove.

7. Click Delete.