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Manage Scheduler Filters

Faris Peerukannu Mohamed Kasim
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Scheduler Filters help your staff members see only the necessary locations and operatories for their daily workflows such as when confirming/scheduling appointments, verifying eligibility, and more.

To know more about Account Filters in Scheduler, check out the article 'Add Account Filters for Scheduler'.

Watch this video for a quick walkthrough.

Let's explore how to manage the scheduler filters in CareStack.

Topics Covered

  • Configure Scheduler Filter Location
  • Add and Manage Favorite Scheduler Filters
  • How to Access Favorite and Custom Scheduler Filters

To configure the scheduler location, perform the steps below.

  • Navigate to the System Menu > select User Settings.
  • Select the General Settings tab > ensure the correct Default Scheduler Location is set.
  • If not, click Edit > set the correct scheduler location > click Save.

To manage your favorite filters, perform the steps below.

  • Navigate to the System Menu > select User Settings.
  • Select the Scheduler Filter tab > click the +Add User Filter.
  • Enter the preferred details for your new filter:
    1. Filter Name: Enter an easily identifiable name for the filter.
    2. Filter Description: Enter a description to help identify the purpose of the filter.
    3. Default Scheduler View: Select the desired view such as Patient view, HIPAA view, etc.
    4. Locations: Select the locations that should be viewable when using this filter on the Scheduler.
    5. Specialties: Select the preferred specialties to see only those operatories when using this filter.
    6. Providers: Select the preferred providers to see only those operatories when using this filter.
    7. Production Types: Select the intended production types to see only those operatories when using this filter. Assign production types to certain operatories and time periods by setting this up in the Production Calendar.
  • Click Save.

  • The new scheduler filter will be displayed on the grid. Here, you can click on the scheduler filter to view the details.

  • Click Edit to make any changes.
  • To delete a scheduler filter, select the intended filter > click Delete.

The scheduler filters are accessible from the following path:

  • Navigate to the Scheduler > click on the Scheduler Filter button.

  • Select the Favorite Filter tab. Here, you can find the filters you saved as favorites in the User Settings > Scheduler Filter > +Add User Filter.

  • To use other filters that were not set up as favorite filters, select the Custom Filter tab.
  • Here you can choose any of the Providers, Specialities, Locations, and Production Types as needed.
  • Utilize the search bars to find the intended items.
  • Once the custom filters are set, click Apply.

  • If you click Save & Apply, the filter will be saved as a favorite scheduler filter.

An Add Scheduler Filter modal will appear,

  • Enter the required details and click Save.

  • You can access the scheduler filters through the Find Slot as well.

Practices can use this resourceful guide to learn about Scheduler Filters and effectively utilize features such as Custom and Favorite Filters. 

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