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8 - Saving Filter Criteria

Appointments Scheduler
E-Z Template Builder
> Features
> Sample Screens
Information Request

Save the Filter. If you think you will use this filter in a future you might want to save it. Click on “Save” and enter the Filter name into the pulled up window:

(In our case it will be “Patients with Asthma”)

So the next time you want to print the letters for the patient with asthma you can choose the Filter name from “Filter name” drop-down box where you will find the names of all saved Filters:

What you need to do then is just pick needed Filter up and Click on “Test” to bring the Accounts up. Then print the Letters as it was described above.

If you would like to remove the Filter permanently you need to do the following: pick Filter name up from the “Filter Name” drop down list and then Click on “Del” button next to it. You’ll be prompt with confirmation screen where you have options to confirm or cancel the operation.

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