Navigating lists

Last updated: July 18th, 2018

Throughout SubmitKit there are lists of data such as appointments, claims, payments and invoices. This section explains how to navigate through that data.

Side panel

Calendar date picker

Go to a specific date

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.

ACC searches

ACC search options

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.

Appointment options

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.

Data tables

Table Headers

Show number of records

On some tables you can alter how many records you are seeing using the 'show' drop down.

Sort by column

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.

Search

Searching for records will search for text across all columns.

Footers

Paging

To move to the previous or next page of data use the buttons respectively. Some tables will have buttons which will take you to the first or last row respectively.

Total number of records

The total number of records and the number showing on the page is displayed in the left of the table footer. On the ACC searches the total number of records may not be accurate until you are on the last page.