Available filters
The filters are on the Patient List tab of the Patients page.
Date type
Choose which date the date range applies to:
Appointment Date (the default): Filter by appointment date
Date of Birth: Filter patients by their birth date
Date range
Select a date range:
Appointments From and Appointments To, or
DOB From and DOB To when Date Type is Date of Birth
If the From date is after the To date, you see "From date must be the same day or earlier than To date."
Service type
Show only patients who booked one kind of service:
Vaccination
Minor Ailment
MedsCheck
Consultation
How to apply filters
Step 1: Select filter type
Click on the filter you want to change.
Step 2: Choose option
Select your value.
Step 3: Apply
Dropdowns and dates apply straight away, and the patient table updates. The search box applies when you press Enter or click its arrow.
Combining filters
You can use multiple filters together:
Example: Find all patients with appointments this week:
Set Date Type to "Appointment Date"
Set Appointments From and Appointments To to this week's dates
Optionally choose a Service Type
Clearing filters
When any filter is on, a Clear Filters button appears. Click it to reset them all.
Tips
Use filters to find patients for follow-up calls
Filter by appointment date to see recent visitors
Combine date and service filters for targeted lists
Need help?
Open the Help Center from the ? icon in the header, or press Shift + ? for keyboard shortcuts.