Update Manage Account Options Filters

  1. Select Patient > Manage Account.

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

  3. Select the Patient

  4. Click Options.

  5. Click the Load link.

  6. Click on the Filter you wish to update.

  7. Enter your updated Search Criteria.

  8. Click on the Save link.

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