How do I Create a Custom View?

Follow these steps to Create a Custom View:

1. From within the Patients homepage, click Views
   
   
   
2. Click Create New View at the top of the page
3. Click View Name and enter a meaningful name for the view
   
   
   
4. Click Sharing
5. Select whether the view will be Private or shared with the Practice
   
   
   
6. Click the First Field and Select the Location of the data / information you are looking for
   
   
   
7. Click the Second Field and Select the Field Name you are looking for
   
   
   
8. Click the Third Field and Select the Search Clause
   
   
   
9. Click the Fourth Field and Enter the Keyword or Date (where applicable) 
10. To add another search criteria to the view, click And or Or
11. Follow the previous steps to complete the second search clause
12. Click Save to complete
    
    
    
13. The new custom view has been created and will now be available from the Patients homepage
    
    If you would like to know how to Remove a Customer View that you have made in the past or one that you have just created, then please click here: How to Remove a Custom Patient View
    
    If you need further assistance please contact support on 1300 103 903 or email at support@medirecords.com