How Do I Filter Services By Groups?

Please Note - To enable this function on your account, you will need to ring our Support Team to get this turned on.

This feature allows Users to categorise their services within their existing groups. 

The benefit of this function is that each group within an account can have their own set of services. E.g. A group in the North side of Manchester may provide different services to those in South side of Manchester. When logged in as a User in the South group, you will only see services for that group (unless you have filtered to show all groups). This will ensure there are no mix ups between which services are for which groups.

In order to use this function, go to Settings in the top right corner and click on the Services tab. You will notice there is a filter bar to show each groups services. By default, the filter will be set to the group that you are currently viewing in. If this group needs to be changed to another group, click on the drop down and select the desired group. Hit Load to update the search filter to the Active services table below.

To add a group to a service, click to Add/Edit a service. If you are editing an existing service that is not associated with a group, they will be in the "Show All Groups" list. 

Scroll down til you get to the Groups section. Select the relevant groups that this service should be within:

Scroll down further and hit Save Service to update the system:

Please note - If you are attempting to create a Service that is already existing on another groups list, you will be informed by a warning message as displayed below:

Once saved you will notice the service has now been added to the desired group with the chosen group listed on the Service Groups column when displaying Active Services:

If we go over to add/edit a visit, you will notice that you can select a group to filter down the search results for the services. By default, the preset filter is based off the Patient group. As you select between groups from the filter bar, the service will automatically switch to the services within that group:

When adding a new Staff member, you will also notice that as you select the groups assigned to the Staff, the Services Accepted list will also automatically change around to reflect the services added to that group - Making it easier to see the relevant services rather than having to skim through lots of services.

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• How Do I Add Services/Items?
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