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Filter the dashboard so you only see records or letters for a specific clinic or consultant. This helps when you manage multiple clinics or work in a team.
1

Where the filters are

Filters for clinic and consultant are usually at the top of the dashboard or list view. Use the dropdowns or selectors to pick a clinic and optionally a consultant.
Clinic filter dropdown

Clinic filter.

Consultant filter dropdown

Consultant filter.

2

After filtering

The list updates to show only records or letters that match the selected clinic and consultant. Clear the filters to see everything again.
Filtered list of records or letters

Filtered list of records or letters.

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Date Filters

Use the date filter to show only records or letters within a certain period. This helps when you need to find something from a specific day or week.
1

Where to set the date

The date filter is usually near the top of the dashboard or list. You can pick a date range (from and to) or use presets such as today, this week, or this month.
Date filter or date range picker

Date filter or date range picker.

2

After filtering

The list shows only items within the selected range. Clear or change the date to see a different period.
List filtered by date

List filtered by date.

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Next steps

Workflow Status Tabs

Switch between workflow statuses.

Clinic / Consultant Filters

Filter by clinic or consultant.

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Next steps

Workflow Status Tabs

Switch between in progress, approved, and other statuses.

Date Filter

Filter records or letters by date range.