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  • #31606
    William
    Keymaster

    ClinicOffice has a built in filtering function that works on most grids within the program. The benefit of this is that filtering works hand in hand with searching and a filter can be saved for future use unlike the regular search fucntion. You can also filter on multiple fields at once. You can tell if a grid can filter becuase it will have the option “Toggle Grid Filtering” under the grid’s options.

    For the example below we will be filtering out those who do not have a mobile number on the Patient grid.

    [1] Go to the Patient section of ClinicOffice
    [2] Click the Grid Options button
    [3] Click the blue link Toggle Grid Filtering
    [You will notice a new blank line appear below the column headers]
    [4] Hover your mouse over the Mobile column header
    [5] Click on the small arrow that is pointing down
    [6] Select Custom (see example below)

     

    grid-filtering1

     

     

     

     

     

     

     

     

     

    [The Custom AutoFilter window will appear]

    custom_autofilter

     

     

     

     

     

     

     

     

    [7] On the first drop-down field select Is not blank
    [8] Click OK

    You will now find that all patients that have no mobile will be excluded from the grid. The grid will display that it is being filtered because at the bottom there will be an additional grey line with a cross, checkbox and a small description of what the filter is doing (see example below)

    filter-applied

     

     

     

     

    You can temporarily remove the filter by unticking the checkbox. If you click the cross this will remove the filter permanently.

    When you are in the Custom AutoFilter window, you will note that when you click on one of the drop-down fields you can filter in multiple ways. The options are: equals, does not equal; is like, is not like; is greater than, is greater than or equal to; is less than, is less than or equal to; is null, is not null; is blank and is not blank. Except for the last 4 options, you would always enter a value into the text field to the right of the drop-down field.

    You can also specify a second criteria via the Custom AutoFilter window. When you do, the options AND or OR will come into effect. If you select AND you are telling the grid that you wish to filter on both criteria specified. If you select OR you are telling the grid to display values that match either of the two filter criteria.

    What If I Want More Than Two Filter Criteria?

    This is not a problem, but you will need to edit the filter manually. You can do this by clicking on the text Edit Filter, which will be present towards the bottom right of the grid. This option is ONLY visible so long as there is at least one filter present; so you will need to create a filter first using the above method.

    When you click on the Edit Filter a new window will appear called “Filter Editor”.

    filter-editor

     

     

     

     

     

     

     

     

     

     

    From here you can add any number of filters for the same field or different fields. You can specify what type of filter they are and how they work with each other by selecting AND or OR. Once you are finished just click OK and your filters will be applied to the grid.

    As mentioned at the beginning filters can be saved and you can do so by saving it as a layout. For more information on how to save a grid layout please see the following article:- https://pioneersoftware.co.uk/forums/topic/faq-346-how-do-i-save-a-grid-layout

    Additional Information

    You can use a percent ‘%’ sign when performing a filter either in the Custom AutoFilter window or the Filter Editor. The % sign helps you to cast a more generalised filter. So for example, if you were filtering on a postcode and you wanted any postcode that began with ‘PE21’ you would type PE21%. This tells the filter that it does not matter what proceeds ‘PE21’, just so long as it begins with ‘PE21’.

    In line with this, if you use the % sign before your search phrase, it will tell the filter to pull through anything so long as it ends with your term. So for example, if you were filtering on appointment types you might type %treatment. This will tell the filter pull through anything that finishes with the term ‘treatment’.

    If you use a % sign on either side of the expression it tells the filter to pull through anything so long as it contains this term somewhere in the text. So for example, if you were filtering on the field “Address 1” and wanted only roads that began with ‘High’ I would type %High%. This could pull through values such as ’82 High Street’ as it contains the term ‘High’.

    With this article, it is near impossible to cover every type of filter scenario, so if you need something covered more in depth, please feel free to post it below and we will do our best to assist.

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