Overview
Session holder filters let you group clinicians or other staff members so you can quickly display all of their appointments at once. This speeds up booking and administration tasks – for example, you could create separate filters for doctors, nurses, or specific clinics and switch between these views without scrolling through multiple calendars.
Creating and Configuring Filters
From the Appointments Configuration screen, choose Session Holder Filters in the Organisation Options section. Select either Add Session Holders and Lists to gather multiple users into one filter (e.g. District Nurses), or Add Session Categories to include certain session types. Give the filter a name and pick the relevant session holders.
Once done, each user picks which filters they want to see in their own User Options. If they don’t select it, it won’t appear in their Appointment Book. Keep filters concise for best performance, as loading too many active session holders at once can slow the system.
Editing and Removing Filters
To edit existing filters, return to Session Holder Filters in the Configuration screen, select the filter, and adjust the session holders. Removing a filter is only possible if no users are actively using it in their personal settings, so un-tick it under their User Options first.
This can be a real time-saver in larger practices, where you may only need certain clinicians’ schedules on any given day.
