You can filter your schedule by location, user group, and visit type using the preset filters on the navigation bar at the top of the schedule, or use the filter icon in the top right to filter by practitioner, appointment type, and appointment status. Both methods have different functionality, and should be used together to best organize your schedule to see only the information you need.
You can create custom filters from the Filter Appointments window (accessed by clicking the filter icon) to save your commonly used filter combinations. For more information, refer to Creating custom filters in the schedule.
📌Note: When viewing a patient's appointment details, you will see all appointments for that patient on that day, including with providers not selected in your current filter.
Filtering by location, user group, and visit type
Filtering by location, user group, and visit type
From the schedule itself you can filter by location, visit type and user groups.
Filter by | Steps |
Location | At the top of the schedule, select the appropriate location from the list. For more information about locations, see Creating and modifying clinic locations.
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User group | At the top of the schedule, select the appropriate group from the list. 📌 Note: You must configure the groups that appear in the list to be filterable.
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All, Physical, Virtual | At the top of the schedule, select All to see all booked appointments (in-person and virtual), select Physical to see only your in-person booked appointments, and select Virtual to see only the booked virtual appointments.
The one you select remains your default filter until you select a different one.
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Filtering by practitioner availability or booked appointments
Filtering by practitioner availability or booked appointments
Click the Toggle auto-practitioners filter icon (magnet icon) to view only practitioners who have available working hours or appointments booked for the day/week you are viewing.
📌 Note: If you are in week view, the filter shows all practitioners who have availability or an appointment booked on at least one day of that week.
💡 Tip: If you do not see the magnet icon, you can enable it in the scheduling settings. From Settings > Scheduling > Extra, select Enable for Filter Schedule with available or booked appointments. This enables the filter for all users.
Filtering by practitioner, appointment type, and appointment status
Filtering by practitioner, appointment type, and appointment status
Steps
Click the filter icon at the top-right corner of the schedule.
The Filter Appointments window appears.
Select the Practitioners you want to see.
Select the Services (appointment types) you want to display.
Select the appointment Statuses you want to include.
📌Note: To remove all filters and see all providers, appointment types and statuses, under Practitioners, select Unselect All, under Services, select All Services and under Statuses, select All Statuses.
To customize the order providers appear on your schedule, drag and drop provider names in the Practitioners list to set the order they appear on your schedule (left to right).
To exclude group visits from your filter, at the bottom of the window, clear the checkbox Show Group Visits.
To use a saved filter, select it from the Filter set list.
Click Apply to apply your filter and update your schedule view.
📌Note: A Classic Mode filter may appear at the bottom of the Filter Appointments window, only for accounts that were using the CHR before the 23.11.6 update on June 13, 2023. For more information, refer to the 23.11.6 release notes.
Updated June 2, 2026