How to Filter the Schedule/Diary Day View by Provider

When scheduling from the Schedule/Diary Day View, you can use the Chairs for [Providers] filter on the side panel to filter the chairs/columns displayed based on assignment to providers.

Note: US practices can access the Schedule Day View from the Location (or All Locations) tab > Schedule. UK practices access the Diary Day View from the Location (or All Locations) tab > Diary.

The Provider filter defaults to All Providers along with any unassigned chairs. 

To filter the available chairs/columns by Provider:

1. Under Manage Schedule/Diary View, click All Providers. The Select Providers window is displayed.
   
2. Select one or more providers using the drop-down list.
3. Select or deselect Include Unassigned Chairs/Columns. If deselected, unassigned chairs/columns are hidden.
4. Click Save.

When filtered to a provider, navigating through the schedule dates (using the < and > controls) skips over the selected provider's Closed days. See How to Set Up a Provider's Schedule for more information. 

When Auto hide closed chairs is selected in the Manage Schedule/Diary View settings, and you select a Closed day in the Schedule/Diary Day View, a message is displayed. See How to Manage the Schedule Day View for more information.

Note: There is an indication at the top of the Schedule/Diary Day View (next to the Practice Location Name) when the schedule is filtered to specific chairs:

Click the X next to the Chairs for [Providers] filter at any time to revert to All Providers. 

See How to Schedule an Appointment for more information.