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Filter Clients by Group

If you are a member of multiple groups at your firm, you will have visibility of all of their clients. If you would like to focus your searches on clients from particular groups, you now have the ability to filter your list. 

1. Click Clients.

2. Click the Filter Groups tab to see a list of your Groups.

3. Select a Group from the Filter groups tab. You can filter for multiple groups if you want.

4. View your filtered Clients List.

You can choose to view multiple groups at the same time by clicking multiple selections. When you navigate away from the client list or log out of Medchart your groups filter will be remembered by the browser.

If you log into a new device, in a new browser, or flush your cache those settings will not be saved and you will need to re-select the desired groups.

Congratulations! You have just finished filtering your client list. 

If you have questions or feedback, please feel free to reach out to us at support@medchart.ca.


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