Save Patient Info Sheet & Ledger Filters

To help you quickly print the Info Sheet & Ledger, you are able to save and use search criteria filters. Using saved filters will help you print the information you need faster.

  1. Select Patient > Patient.

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

  3. Select the Patient.

  4. Click on Print found at the top of the page.

  5. Select Patient Info Sheet & Ledger.

  6. Enter your Search Criteria.

  7. Click the Save link.

  8. Add a Name to your filter.

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

  10. Click Save.