Default Filter for Family Data

The Default Filter determines which families (accounts) are displayed in the Family Data module when you have no filter selected or when you click the Clear Filter icon on the Account List toolbar. The default may be set to show All Accounts or just Visible Accounts. When Visible Accounts is selected families marked as “Hidden” will not be displayed.

Set Default Filter

1. From the Procare Home screen go to Configuration > System > Locations & Users.
2. Dbl-click Regions & Schools.

Note: This option will only be available to persons in the System Supervisor User Group.

3. If you have more than one location, the Default Filter may be set for each individual school, or for an entire Region.

   1. To apply this setting to all schools within a Region click once on the name of the Region to select it.
   2. Or to apply this setting to an individual location click the plus sign (+) next to the Region Code to expand the list then click once on a School to select it.

4. Click the Set Options button.

5. On the left choose the category Family Data.

6. Under the Standard Options section (at the top) choose the Default Select Filter.

   1. All Accounts means every family will be displayed, even those marked as “Hidden”.
   2. Visible Accounts means only visible accounts will be shown and those marked as “Hidden” will not be shown.

7. Click Save > Exit.
   Repeat these steps as needed for additional locations.