Filter

---

Use the Appointment Filter screen to define filter criteria and return filtered appointment results. The integrator renders the filter panel and submits the selected filter model.

This screen includes:

• Text fields:
  • Reference number
  • Doctor or clinic
  • Patient name
  • Date of birth
• A multiselect list for appointment status
• Start date and End date fields
• Apply and Reset actions
• A quick filter bar for common statuses
• An optional sort panel
• Field-level validation
• A Close action

---

Workflow

This sequence describes how the doctor filters the appointment list.

1. Select the Filter icon in the Appointments toolbar.
2. Enter one or more filter criteria:
   • Reference number (digits only)
   • Start date and End date
   • Doctor or clinic name
   • Patient name
   • Date of birth (YYYY-MM-DD)
   • Status: New requests, Offered appointments, Scheduled, After visit, Cancelled / Refused
3. Select Apply to update the appointment list.
4. Review the filtered results.
5. Select Reset to clear all values and restore the default list.

---

Validations

These rules define when the SDK blocks submission or returns validation errors.

Scenario	App behavior	SDK output
No filter values exist.	Apply remains disabled.	No request submitted.
End date occurs before start date.	Highlight date fields and block submission.	Field validation error.
Status value is not valid.	Block selection.	Validation error.
Date of birth occurs in the future.	Highlight field and block submission.	Validation error.
Reference number contains non-digit characters.	Block submission.	Validation error.

Actions

These actions submit or reset the filter model.

Scenario	App behavior	SDK output
Select Apply.	Submit the filter model.	Return filtered appointment list.
Select Reset.	Clear all fields.	Return default appointment list.
Select Close.	Close the panel.	No update.
Update multiple fields.	Combine filter criteria.	Return filtered results.
Select sort option.	Update result order.	Return sorted results.

---

Endpoint Resources

Appointment Filter Screen

PUT 

/profile/appointments/filter

Produces the Appointment Filter screen.
A successful response returns a page object that follows the internal Put Response Format and defines the filter panel layout and available field values.

Platform Variants

Variant	Behavior	Example
Mobile	Opens as a full-screen overlay with vertically stacked fields. Tapping outside closes the panel.	(see below)
Desktop	Displays as a left-side panel with compact spacing. Filtering updates the list in real time.	(see below)

Mobile:

Desktop:

UI Element Types

Level	Reference	Type	Value	Placement
1	reference	Edit	Reference no.
1	start-date	Date	Start date
1	end-date	Date	End date
1	profile-id	Combo	Profile name
1	patient-name	Edit	Patient name
1	patient-birthday	Date	Date of birth
1	status-group	Multiselect	Status (values: New requests, Offered appointments, Scheduled appointments, After visit, Cancelled / Refused)
1	reset	Secondary	Reset
1	apply	Button	Apply Filter	~

---

Reset Filter

PATCH 

/profile/appointments/filter/reset

Resets all filter values to their default state.
A successful response returns an update set that restores the unfiltered appointment list.

Apply Appointment Filter​

POST 

/profile/appointments/filter

Applies the selected filter criteria and returns the filtered appointments.

Parameters

Name	Type	Required	Description
reference	String	No	Unique appointment reference number.
start-date	Date	No	Start of the search range. Uses the doctor's time zone.
end-date	Date	No	End of the search range. Uses the doctor's time zone.
profile	Integer	No	Unique identifier for the doctor's profile.
patient-name	String	No	Patient name.
patient-date-of-birth	Date	No	Patient's date of birth.
status-group	List<Enum>	No	Appointment status group. Valid values: new-requests, offered-appointments, scheduled-appointments, after_visit, cancelled
location-type	List<Enum>	No	Visit type. Valid values: home, clinic, video

Errors

Code	Description
FIELDS_VALIDATION_ERROR	One or more required fields are invalid.