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One note about clicks and taps: We'll be using 'tap' to indicate when we're navigating and interacting with buttons and options within the Web Client, as it is largely designed with an iPhone or iPad or other mobile device in mind. If you're using a PC or Mac computer to access the Web Client, you'll simply be clicking with your mouse instead. |
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Setting up and Configuring the Web Client
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New Patient (under an existing account)
New Appointment
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You can utilize the Filters button located in the top right to the right of the Refresh button to open the Filters window, where you can customize what Orders are viewable.
You can filter by Office, Provider, Order Types, Order Statuses, or whether the Order has been signed or unsigned. Simply tap the corresponding checkboxes of what you want to include or exclude, or you can use the "All Offices" or "All Providers" toggles to include or exclude.
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