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      Saving a Filter View on the AR Aging

      How to save, copy and edit saved Filter Views on the AR Aging.

      A saved filter view let's you save the exact filtered view of the AR Aging  that you are currently looking at.  You can open it up later, or share with your share teammates. Here's how to: 

      1. Save a Filter View
      2. Copy a Filter View
      3. Edit an existing Filter View
      4. Create filters for Payers that are not currently on the AR Aging

      1. Save a Filter View

      You can save any filter setting on the AR Aging.  You can save it as a private filter view, that you can access. Or a public filter view, that anyone in your company can access.

      1. Open the AR Aging
      2. Using the menu's in the column headers, filter for the Balances you want.
      3. Click Filter > Save filter view 
        1. Give your filter a name
        2. Select to share it with you only, or everyone in your company.
        3. Select if you want the hidden column settings to be saved as part of the filter view
        4. Click Save
      4. Click on "My filter views" or "Public filter views" to see the newly saved filter.

       

       

      2. Copy a Filter View

      To copy a existing filter view:

      1. Open the existing saved filter view by clicking Filter > My filter views, or Public filter views. 
      2. Then click Filter > Save Filter View
      3. Enter a new name and click Save.  A copy of the filter will be saved with the new filter name

       


      3. Edit an existing Save Filter View

      To edit an existing filter view, there's no direct way to edit an existing saved filter view.  Instead, open the existing filter view, edit the filter, and then save a copy.  Here's how:

        1. Open the existing saved filter view by clicking Filter > My filter views, or Public filter views. 
        2. Edit the filter settings.
        3. Then click Filter > Save Filter View
        4. Enter a new name for the edited copy and click Save.  An edited copy of the filter will be saved with the new filter name
        5. If you want, to delete the original filter view, go to  Filter > My filter views, or Public filter views and click the trash icon.

         

         

        4. Create filters for Payers that are not currently on the AR Aging

        • You are able to create a filter for a payer, even if it's not currently on the AR Aging because it has a $0.00 for example. 
        • To do this, filter for Payers which "contain text" (as opposed to selecting from a picklist).  This will allow you to select payers that in the future may be on the Aging, even if their balances are currently $0.00.  (Whereas, the picklist only shows Payers currently on the aging).

        1. Open the AR Aging
        2. Click Filter > Custom Filter
        3. Select Payer Name, then "contains"
        4. Enter the text contained in the payer name you want to filter for. 
          1. For example, enter "coins" if want to show any payer that contains the phrase "coins", like "Medcare coinsurance A" or "Pending coinsurance B".  
          2. The "contains" filter is case-sensitive.  So if you enter "Medicaid" (for example), it will only show results that contain the text "Medicaid" (with a capital M), and not show results containing "medicaid" (with a lower case m).
            To show results that contains both "Medicaid" and "medicaid" add another filter with the "OR" button.
        5. Click Apply Filter

        6. Save your filter (how to is above)
        7. When there are Payers on the AR Aging (with a balance) that match the text you entered, your filter will display them.