Overview of filtering and coloring
The appointments in the scheduling system can be filtered to display a specific subset. Selecting a clinic (from the drop-down list on the scheduling toolbar) will display only the appointments for that clinic.
The filtering panel is located in the upper left area of the scheduling screen, and allows you to filter appointments by:
- Provider
- Resource
- Appointment type
- Appointment status
Filtering vs. Coloring
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.
Filtering by provider
To display appointments for specific practitioners only, follow these steps:
- Choose to filter by People using the Filter by drop-down selection box
- Check the check box beside the provider whose appointments you would like to see, and uncheck the others
Filtering by resource
To display appointments for selected resources only, repeat the steps in Filtering by provider, selecting Resources in step 1 instead of People.
Filtering by appointment type
To display appointments for selected resources only, repeat the steps in Filtering by provider, selecting Event type in step 1 instead of People.
If you just want to color code the appointments by appointment type, but keep the filtering by provider or resource, use the Color by appointment type check box instead.
Filtering by appointment status
To filter appointments by status, select one of the options from the Status drop-down selection box. This will display only appointments which match the chosen status. The appointment status filter is applied in addition to other filters (e.g. clinic, provider). Selecting <Any> will display all appointments matching the other filters, regardless of appointment status.