Skip to main content
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.

Your available options depend on your organisation and role.

Clinic filter dropdown

Select a consultant to narrow the list to that consultant's records.

Consultant filter dropdown
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.

Clear the selection to remove the filter and see all records again.

Filtered list of records or letters

​
Next steps

Workflow Status Tabs

Switch between in progress, approved, and other statuses.

Date Filter

Filter records or letters by date range.