Learn how to use the Patient Table to view patient information, apply filters, save filter views, and export patient data to a CSV file.
Step 1: Click on Patients.
Step 2: Use the search bar to find an individual patient by name, email, or phone number.
Step 3: Click Status to filter by patient status such as Active, Lead, Fired, or Deceased.
Step 4: Remove filters individually by clicking their name or click clear to remove all filters at once.
Step 5: Next, you can also filter by using Patient Tags.
Step 6: Use Presets to save commonly used filter combinations for future use. Click to Create a Preset, and type the filter prompt in the text box.
Step 7: Once the filter prompt is entered, click Generate.
Step 8: Then, customize the filter even further by manually setting additional conditions if needed and click Save Preset.
Step 9: Next name the Filter Preset and include a description (optional).
Step 10: Click Save Preset.
Step 11: Access saved presets from the dropdown. Click a preset to instantly filter the patient list.
Step 12: Remove a preset filter by clicking the X.
Step 10: Use Advanced filters for quick, one-off filtering. These aren’t saved but function just like presets.
Step 11: There are five commonly used filters preconfigured and available for immediate use:
Appointment Today
Upcoming Appointment
Active Membership
Unused Wallet Balance
Recently Added
Step 12: Adjust the page size at the bottom to choose between 10, 20, or 50 patients per page.
Step 13: Scroll through page ranges as needed to view more patients.
Step 14: Use the scroll bar to review patient details in the table, including email, phone, date of birth, last seen date, last procedure, and creation date.
Step 15: Click the three dots next to a patient to create an appointment or delete the patient.
Step 16: You can also export the filtered patient list to CSV by selecting Export CSV. Then click Download once the file is ready to export.
Step 17: From the patient table, click on a patient’s name to be taken to their patient profile. Use the arrow button to return to the full patient list.
