Would You Like To Save your filters?
Filters allow you to segment your patients into different groups. For example, on the appointment report, you may choose to segment your patients into two groups:
New patients, ROFs, and Re-exams into one group
Follow-up visits to another group.
This makes it easy to track down newer patients who are missing information such as insurance, referral source, or a subsequent visit. You want to ensure these patients are tracked on the follow-up list until you determine they are not a good candidate for care.
For follow-up visits, you may want to track patients that don’t have a subsequent visit, who have a balance owed, etc.
On the Recall Report – you may want to filter out specific insurances, ‘not qualified’ tags, etc.
How to set up your filters
First, load your list and select your filters. Remember + means you include this group in the list, and – means excluding them from the list.
Once you have set your filters, click the save button.
Create a new filter for a new filter or update to make changes to the existing filter. Shared allows other users in your group to use the filters, making them visible to your account.
FAQ
Why can’t I see a particular filter selection on the report? We take Blue Cross Insurance, but I can’t see the option on the list?
The filters will only show options based on the group of patients you have selected. If the group did not include any Blue Cross patients, that option would not be on the list. If you added a tag to a patient, but do not see it on your tag list, try reloading the patient list, and it will appear on your list.