Save 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.