When a patient or herd has been with your practice for a long time, their file will build up a history. Therefore, sometimes it takes more time to find specific information. This is why Animana allows you to filter in the herd and patient file by specific activities such as appointments, products, notes, and more. This article explains how to filter a patient or herd file.
Step-by-step instructions
- Open a patient or herd file.
- If you want to filter the file by activity, click All at the top left of the file, after “Show me”.
- You will see a list of categories. Tick the category or categories you want to filter by. For example, if you tick the filter “Notes” in addition to “Products”, the file will be filtered by both products and notes.
- If you also want to filter the file by date period, click All Time after “show me [categories] from”.
This is box titleNote that the date range for herd files is set to 6 months by default and will include future information. - Select the desired date range in the calendar by first selecting a start date and then an end date. Or click one of the suggested date ranges on the left.
- Click Apply.
More about this
What does the “others” filter include?
With the “others” filter option, the following activities are shown in the herd and patient file:
- Admittance
- Client order
- Lab result
- SmartFlow
- All other items that do not have their own filter option
What does the “Hidden products” button do?
At the bottom of the screen with the categories to filter by (step 3 above), you will see the Hidden products toggle. In a product’s details (Extra > Products > Products), on the “Product info” tab, you can specify whether you want to hide the product in the patient file. If you do, this product will not be visible in the patient file once it has been added to an invoice. If you set the Hidden products toggle to “Yes”, you can still make hidden products visible in the patient file.
How do I remove a filter?
If you have activated a filter in the patient file and want to remove it, click Reset at the top of the file, in the line “Show me [categories] from [date range]”. This deactivates all filters, so you will see everything in the patient file again.
What are “File Settings”?
If you want certain filters to always be active every time you open a herd or patient file, click the File settings link in the row of blue action buttons at the top of the file to define your default view. You can read more about this in the Related articles section below.