Specialty Filter for Provider Notes

Filter Provider Notes by Specialty

Scheduler > Multi-View > Search Appointments > PAR Plan / Plan Type

Filter My Notes by Specialty

Scheduler > Appointment Booking > Primary Insurance > PAR Status

What’s Newnew_symbol-1

  • A new Specialty filter has been added to Provider Notes.
  • The Specialty filter is also available in My Notes under the Personal tab.
  • No specialty is selected by default.
  • The dropdown displays only specialties that have provider notes within the current search results.
  • Multiple specialties can be selected using checkboxes.
  • Provider Notes are filtered based on the selected specialties.
  • Applying or clearing the Specialty filter does not affect the existing Provider Notes filters.

How It Works 

  • Open Provider Notes or My Notes.
  • Open the Specialty filter.
  • Select one or more specialties from the available list.
  • The Provider Notes listing automatically refreshes to display notes created by providers belonging to the selected specialties.
  • Clear the filter at any time to return to the full set of available notes while preserving the remaining search filters.

Benefits

  •  Improves the efficiency of locating Provider Notes.
  • Simplifies navigation within multi-specialty practices.
  • Reduces time spent searching for provider documentation.
  • Supports filtering across multiple specialties simultaneously.
  • Preserves existing search filters when Specialty filtering is applied or removed.

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