Throughout SubmitKit there are lists of data such as appointments, claims, payments and invoices. This section explains how to navigate through that data.
Custom range - To search by a custom date range, eg. a fortnight, click in the 'custom range' box and select a start and end date from the drop-down calendar, then click 'apply'.
Specific range - To view a specific time period, eg. a week or month, use the 'view' select buttons on the right.
To navigate forward and back to a specific time period selected, use the arrow keys. These will ignore any custom time period entered.
Appointment calendar view - The calendar view header panel is a little different. You can select the number of days in the week to show. Custom date ranges can't be used on the calendar view and this box is disabled.
Use the side calendar to go a specific date. Clicking on the calendar will take you to that specific date and search by the specific date range that is selected in the header panel. The selected date range will be highlighted blue and the current date highlighted red.
The side bar for ACC searches have different search options eg. search by claim number or invoice processing status. These options can be viewed by using the icons.
Filter practitioners - Practitioners can be filtered by using the check boxes next to a practitioners name.
Re-sync appointments - Will sync your appointments with your practitioner management system. Re-syncing any patient changes needs to be done on the edit patient or edit claim pop-up.
Show non-ACC - This option is only available on the calendar view. Check the box to view non-ACC appointments on the calendar. This feature is handy if you need to change the appointment type of a non-ACC appointment to a ACC one. Non-ACC appointments are shown with a grey colour on the calendar
Select business - If your clinic has more than one business you can filter to just show one business. By default all business will be shown.
On some tables you can alter how many records you are seeing using the 'show' drop down.
All columns are sortable. Clicking on the column header will sort by the column. Clicking again will reverse the sort order. A darkened arrow will show the order of the sort.
Searching for records will search for text across all columns.