Applying filters

You can add filters from the Patients page or when building a report.

Applying filters to the Patients page

1. On the Patients page, click + Filter Criteria button.

2. In the Add Filter Criteria popup, select your desired filter criteria.

   

3. Click Done when finished.
4. Filter criteria will be applied to the Patients page.

5. Filter criteria can be removed by clicking on the X on the applied filters.

   

Applying filters to a report:

1. On the Reports page, start building a report.

2. From within the Filter Criteria section, click More Options.

   

3. Add your desired filter criteria in the Advanced Filters section.

   

4. Filter criteria can be removed by clicking on the Delete icon next to the respective filter.
5. Click Apply when finished.
6. Filter criteria will be applied to your report.