Create Advanced Filters

Estimated read time: 1 min

Setup the structure of your Organization by creating Brands, Regions, Directors, Regional Managers and Clinical Leaders using Basic Settings in Configuration.

Creating Advanced Filters allows you to group your locations by Brands, Regions, Directors, Regional Managers, Vintage Year and Board Doctors. This feature is fantastic for grouping your practices into cohorts that are easily applied across most of the Jarvis Modules.

Once created, you can Setup or assign each practice location. If you don’t use Regions or any of the other categories, don’t worry! These are optional for use and your platform will function just fine without them. This is just another way to customize the platform to your needs.

Step 1: In order to utilize Advanced Filters, navigate to the Locations Tab and Enable the toggle.

Step 2: Click the Filter Type you would like to create. Then click New to enter the name of your filter group.

Step 3: Once you have added the names of your Brands, Regions, Directors, etc., Click LOCATIONS and use the drop down menus to assign your Locations to your Filter groups.

Step 4: Repeat this process for each type of Filter you would like to create.

Congratulations! You have now created new ways to compare and arrange the data in your platform.


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