Filter the board and update many at once

When the board is busy, filter it down to one job, then clear a batch of follow-ups in one go.

Filter the board

• Use the first dropdown to show Open, Done or All cases.
• Click a tab to see one follow-up type, or Mine for the ones that are yours.
• Click Filters to narrow by Visit type, Staff or Appt status, or to set a start and end date under Visit dates. Clear filters resets them.
• Under Order in the same menu, click Newest visit first to flip to Oldest visit first. The most urgent cases still come first in each section.
• Search for a patient or client by name.

Update many at once

1. Tick the boxes next to the rows you want, or tick the box in the header to select everything shown.
2. In the bar that appears, click Check off completed, Not needed or Reopen.

On a type tab, the buttons only change that type (for example Check off Review request). Other follow-ups on those cases stay open.

On a phone, swipe a row right to check it off, or left to try again tomorrow.

Download the list

Click Data, then download the cases you're looking at as a CSV. You get one row per follow-up, with appointment details, contact info and staff notes.

Delete entries

Clinic admins also see Delete in the bulk bar and a trash icon on each case. Deleting is permanent, and those appointments can be imported again from a CSV afterwards.