Overview of filtering and coloring
You can filter the appointments in the scheduling system Appointments can be filtered to display a subset of appointments. Using the filtering panel the Filter by drop-down menu in the upper, left-hand area of the scheduling Scheduling screen, you can filter appointments by:
Filtering by provider- ProviderPeople
- Resource
- Appointment type
- Appointment status
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Appointments are usually color-coded based on the selected filter (Appointment type, provider, resource). However, you can select the Color by appointment type check box to color by appointment type, while still using the selected filter. |
- Resources
- Event type
Filtering by people
Click the Filter by drop-down
menu, and select People.
Select the check box
next to the desired providers to see appointments assigned to that provider.
Filtering by resource
Click the Filter by drop-down
arrowmenu, and select Resources.
Select the check box
besidenext to the desired resources
whose appointments you would like to see, and uncheck the others.
to see appointments assigned to that resource.
Tip To color code the appointments by appointment type, but keep the filtering by provider or resource, click the Color by appointment type check box.
Filtering by event type
Click the Filter by drop-down
arrowmenu, and select Event type.
Select the check box
besidenext to the desired event types
whose appointments you would like to see, and uncheck the others.
to see appointments assigned to that event type.
Filtering by appointment status
Click the Status drop-down
arrowmenu and select at status.
The schedule displays only appointments which match the selected status.
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The appointment status filter is applied in addition to other filters (e.g. clinic, provider). If you selecting <Any> all , all appointments matching the other filters are displayed, regardless of appointment status. |
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