Locating Studies from the Control Panel

From Practice Management, you can search studies by name or coordinator, filter by status, or sort alphabetically or by the target completion date.

1. To search for a study by name simply begin typing the name into the search bar at the top of the page. You can also type the name of a study coordinator to return all studies linked the that expert.
2. To sort the table by client name or target completion date, click the sort icon in the header of these rows.
3. To filter by status, click the filter icon in the header next to 'status' and check the boxes next to the criteria you want to filter by.