ClinicSource User Guide

Filter Patients

You can filter patients two ways in the Patient screen, by Primary Insurer or by patient activity.

Sort by Insurer

Follow these steps to sort by Primary Insurer and or Therapist.

1.In the Patient screen,  Pri. Insurer field and or Therapist, click the arrows on the right side of the field. A drop-down list appears.

2.Click the primary insurer and or Therapist name on the associated list. Only the patients with the selected insurer and or Therapist will appear in the screen below.

Sort by Patient Activity

By default, only active patients are shown in the patient list. You can show inactive patients in the list as well. In the Patients screen, Show Inactive field, click the box. All inactive patients are added to the patient list.

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