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.  

1. Select Patient > Statement Tracker.

2. Click the Load link.

3. Click on the Filter you wish to use.

1. Select Patient > Statement Tracker.

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. 

1. Select Patient > Statement Tracker.

2. Click the Load link.

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

4. Click Delete.