Filtering Appointment Grid by Group
Our appointment module allows users to associate functionally similiar providers (or resourses) such that you are able to view (filter) them in a single view.
By example:
You are able to group together all your surgeons, anesthesiologiest and MRI into a Surgical Group. Users are then able to easily view all their schedules together by filtering by that Surgical Group.
HOW TO:
Navigation:
Navigate to Appointment Module from Tool Bar or Home Page
The Appointment window will open in a second window different than main SpecVet window.
Select the Blue Filter Button in upper right side of window
After selecting the Filter Button a smaller "Filter by Group" window will appear.
How to Select a Filter
Select the desired defined groups on the left column to see what providers or resources are part of that group displayed on the right.
This will allow a user to see the members of the group but also apply the filter.
Once the filter has been applied simplly close out of the "Filter by Group" window using the close button on upper left corner.
How to Create new Filter Groups
Select or Deselect the various members on the right hand column.
Use the "Save selected as a new group" button to save as a new group.
Deleting Previously defined groups:
Use red delete button to delete the group, this does not affect any individual providers or resources but simply deletes the previously defined group.
