Filtering Online Bookings

After Online Bookings have been set up and received, you can filter them to show only those that meet certain criteria.

To filter Online Bookings

1.   Log in to Patient Engage.

2.   Click Leads.

3.   Under Leads, click Online Booking.

4.   Click Booking Center.

5.   In the top right corner, click the Filter icon.

6.   From the filter menu, select which filters you want to apply, such as Status, Source, Provider, Booking Reason, and Date Range.

7.   When finished, click Apply Filter.

 

Note: To clear any filters you applied, click the Filter icon again, and then click Clear.