Update Patient Info Sheet & Ledger Filters

  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. Click the Load link.

  7. Click on the Filter you wish to update.

  8. Enter your updated Search Criteria.

  9. Click on the Save link.

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