Filter Patient list

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You can easily filter your client list by Insurance Company, Referral Source, or Program. The Administrative logon also allows filtering by Provider. To set filter:

1.	From the Patient menu select Filter, then select the filter type.

2.	From the drop down pick list, select the filter name.

3.	Click OK for list to reflect the filter setting.

When a filter is selected the type of filter in use is displayed next to the Patient number at the top of the list. For example:

Patients (21) Filter=Insurance

Remove filter

From the Patient menu, select Filter... Show All.