CleverPsych Filtering Clients for Processing

The tree on the left side usually displays a subset of your appointments; typically just the past month.
This has the effect of making the tree much smaller and makes it easier to select appointments and clients.

A major reason for filtering is that it defines the data to be processed.

• For example, you may wish to display your income when you are doing your Tax return. In that case you set the time range to the financial year, filter, and then display the report.
• For example, you may wish to display clients who have not paid. In that case you filter on appointment status.

You can specify the appointments to be displayed and processed by setting values in the Filter panel at the top of the window and clicking the filter button.

The various fields are used as follows:

• Date range retrieves appointments and services with dates within the range. Also retrieves clients who have their current referral date within the range.
• Client type retrieves only clients of that type.
• Status retrieves only appointments or services of that type.
• Client   retrieves clients who have the typed string in their name (case insensitive)
• All is a quick way of showing everything in the database. This also retrieves clients who have no appointments.

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