Sorting and Filtering the Care Manager List

Default ordering of the Care Manager List

To facilitate users securing the most likely and valuable potential revenue, EXACT by default displays patient open treatments by the most valuable treatment for the oldest date.

To sort the Care Manager list by column ordering

1. Click any column header to order the entire list by that header.
2. Click again to reverse order by that header.

To filter the Care Manager List

1. Open the Care Manager screen by clicking the icon in the workspace bar.
2. Click the Filter button at bottom right to display the Filter dialogue:

   

   Note that the Assigned To user list is limited to those with Care Manager security rights - see Configuring security rights for Care Manager

3. Select and de-select as required.

To return to / redisplay the unfiltered list

De-select the filters: