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Using Calendar Filters

Zanda calendar filters are a powerful tool that can help you manage and track appointments in the calendar more efficiently.

By using the calendar filters, you can display and count appointments that match specific criteria such as note status, invoice status, and appointment flags. This feature ensures that appointments needing attention are easily identifiable, making your workflow smoother and more organized.

The filters you can apply include:

  • Note Status: Filter by appointments with no note, draft, or completed notes.
  • Invoice Status: Filter by appointments with no invoice, unpaid, or paid invoices.
  • Appointment Status: Filter by appointment status ( Pending, Confirmed, Arrived, Completed, Rescheduled, Cancelled, Late Concellation, No Show.)
  • Appointment Flags: Filter appointments using custom flags you’ve assigned.
  • Medicare Claim (for AUS accounts only): Filter client appointments by whether they have an associated active Medicare claim.
  • Resources: Filter appointments by resource items allocated to appointments. 
  • Rooms: Filter appointments by Room items allocated to appointments.

In this article:

How to Use Filters

Important Notes:

  • The Calendar Filter feature is available to all users, no special user permission needed!  

  • When you select multiple items within a category (e.g. "No Note" and "Draft") the filter will find all appointments that match either of the selected items (it acts as an OR operator).

  • When you select items across categories (e.g. "No Notes" and "No Invoice" and "Resource A") the filter will find all appointments that match both of the selected items from each category (it acts as an AND operator). 

To start using the Calendar Filters,

  1. Click the calendar filters button on the calendar toolbar.

  2. Choose the one or more of desired criteria* from the filter options available (note status, invoice status, appointment flags).

  3. Collapse and expand all filter groups with a single click using the header icon (with “Collapse all” / “Expand all” tooltips).

  4. Collapse or expand individual sections to hide filters you’re not working with right now.

  5. See how many filters you’ve selected at a glance via a badge next to the filter header that automatically counts your checked items. 

  6. Once you've made the filters selection, click Apply.

     

    • The calendar display view will adjust to show appointments that match the selected criteria. Appointments that do not match the criteria will appear with reduced transparency.

    • Check the filter button counter for a quick overview of how many appointments meet your criteria.

    • To clear the filtered selection, click the calendar filters button again and select 'Clear All'. Close the filters display once done. 

    💡 Important: Personal and group appointments are only filtered by the Appointment Flag and Resource filters, as note, invoice status, or Medicare claim status do not apply to these types of appointments. Enabling any Medicare claim, note, or invoice filter will automatically filter out personal and group appointments from the calendar grid to avoid clutter.

     Filtering by Medicare Claim Status (AU-only)

    If your practice is registered in Australia, you can filter your calendar to show appointments with or without an associated Medicare Australia claim. This can help you review unprocessed claims and check billing status from the calendar.

    To filter by Medicare claim status

    1. Go to the main Calendar page.
    2. In the top toolbar, select Filter.
    3. Scroll down the filters menu to find the Medicare Claim section.
    4. If the section is collapsed, select the chevron icon to expand it.
    5. Choose one of the following options:
      • To view appointments with Medicare claims, select Has Claim.
      • To view appointments without Medicare claims, select No Claim.
      • To view all appointments, leave both options unchecked or select both options.
    6. Select Apply at the bottom of the filters menu.

     

    💡 Combining filters: You can use the Medicare Claim filter together with other calendar filters, such as invoice payment status or appointment flags.

    When multiple filters are selected, the calendar will only show appointments that match all selected filter criteria.

    💡 Clearing filters: To reset your calendar view:

    1. Open the Filter menu.
    2. Select Clear all at the bottom of the menu.
    3. Select Apply.

     Frequently Asked Questions

    Why can I not see the Medicare Claim section in the filters menu?

    The Medicare Claim filter is only available for Australian practice accounts. If your practice country is not set to Australia in User Menu > Account Settings > Practice > Business Info, this section will not appear in the calendar filters menu.

    Why did my personal or group appointments disappear when I enabled the filter?

    This is expected. Personal and group appointments do not have Medicare claims.

    When you apply a Medicare claim, note, or invoice filter, non-client appointments are hidden from the calendar grid so you can focus on appointments that match the selected filter.

    Why is an appointment with an invoice not showing under Has Claim?

    An appointment will only appear under Has Claim if an active Medicare claim has been created for the invoice linked to that specific appointment. Check that the Medicare claim has been started and saved for the appointment’s invoice.

    Benefits of Using Calendar Filters

    Using calendar filters can significantly enhance your workflow by allowing you to:

    • Identify Appointments Needing Action: Quickly see which appointments require writing a note, taking a payment, or sending some client documentation.
    • Improve Efficiency: Focus on appointments that need immediate attention without getting overwhelmed by the entire schedule.
    • Have Better Organization: Keep your calendar organized by highlighting appointments based on your specific criteria.

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