Viewing
Filtering Records
FILTERING RECORDS Overview What is this? Why is it Important? A core feature of CareTrax is the ability to filter a list of records and isolate those records that meet the criteria you specify. You can filter records based on any one (or more) fields ...
Using Related Lists
USING RELATED LISTS Overview What is this? Why is it Important? A "Related List" is a listing of other modules or objects that relate to the module record you're looking at. For example, when you are viewing a Patient Record within the Patient ...
Creating and Managing Views
CREATING & MANAGING VIEWS Overview What is this? Why is it Important? Views are one of the most handy, but overlooked features of CareTrax. A View is grouping of records based on a defined set of criteria. From any module (e.g. Patients, Leads, ...