Managing Filters in Scheduling
Objective:To effectively add or remove filters from the schedule to streamline the viewing process based on location, provider, or services.
Key Steps:
Click on the filter icon in the scheduling tool.
Review the available schedule filters, including options for location, provider, and services.
Select the desired filter(s) by clicking on them. You can choose multiple filters if needed.
To remove a specific filter, click on the "X" next to the filter name.
To remove all filters at once, click on the "Clear All" option.
Cautionary Notes:
Ensure that the filters selected align with the specific scheduling needs to avoid confusion.
Filters will remain in place until they are manually removed. Users can navigate Prospyr and their set filters will still be active when they navigate back to the schedule.