Save Statement Tracker Filters

To help you quickly use the Statement Tracker screen, you are able to save and use search create filters. Using saved filters will help you pull the information you need faster. 

  1. Select Patient > Statement Tracker.

  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.