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My Treatment Plans widget options

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The My Treatment Plans widget has options to search, sort, and filter the treatment plan list.

In the Client Name column:

  • Select the arrows in the header to sort the list in ascending or descending order.
  • Select the magnifying glass icon in the header to search for a client.

In the Planning Event column:

  • Select the arrows in the header to sort the list in ascending or descending order.
  • Select the magnifying glass icon in the header to search for a treatment plan event.

In the widget toolbar:

Select the funnel (filter icon) and specify filters for showing only certain treatment plans in the list. For example, in the Date field select 'Between' as the operator and select the calendar icon to enter 'to' and 'from' dates to see only treatment plans that fall within a certain date range.