Overview
This comprehensive guide will walk you through everything you need to know about patient search and filters. Whether you're just getting started or looking to optimize your workflow, this article covers all the essential information.
Quick tip: Make sure you have the necessary permissions before proceeding with the steps in this guide.
Prerequisites
Before you begin, ensure you have:
- Administrator or appropriate user access level
- Completed the initial setup process
- Basic understanding of CURO CMS navigation
Step-by-Step Guide
Access the Patient Management module
Navigate to the main dashboard and locate the Patient Management section in the left sidebar menu.
Dashboard → Patient Management → Patient Search and FiltersConfigure your settings
Review and adjust the default settings according to your organization's requirements.
Save and verify
Click the save button and verify that your changes have been applied successfully.
Troubleshooting
Common Issue: Changes not saving
Ensure you have the proper permissions and check your internet connection. Clear your browser cache if the issue persists.
Common Issue: Feature not visible
This feature may require specific user permissions. Contact your administrator to verify access levels.