Applying saved filters

Once you have saved a filter, you can apply it again to the Patients page in different ways. You can also make changes to your saved filters.

In this article:

• To apply a saved filter to the Patients page
  • Recent saved filters
• Updating saved filters
  • To update a saved filter

To apply a saved filter to the Patients page

1. Click + Filter Criteria button.

2. Click the Apply Saved Filter tab.

   

3. Find and select your desired filter in the list by scrolling or searching.
4. Click Done when finished.
5. Saved filter criteria will be available to the Patients page. You can repeat this process to apply multiple saved filters or add additional filter criteria.
6. Filter criteria can be removed by clicking on the X on the filter criteria button.

Recent saved filters

You can also select a saved filter from your Recent Saved Filters list. This list appears below All Patients in the sidebar menu once you have filters saved.

Updating saved filters

You can update your saved filters from the Patients page.

To update a saved filter

1. Apply the saved filter that you want to update to the Patients page.
2. Add filter criteria clicking the +New button, or remove filter criteria by clicking the X on the criteria shown.
3. Click the Heart icon next to filter criteria to save this filter.

4. Ensure that you do not update the name of the filter. If you change the name it will create a new filter and the original will remain unchanged.

   

5. Click Save. A pop up will appear with a warning that you are about to save over an existing filter. Click Save again.

   

6. The saved filter will now contain updated filter criteria.