# Toolbar

The toolbar includes various controls such as **Search Field**, **Date Calendar**, **Filter Section**, **Refresh**, **Label Setting**, **EAuth Request**, **Check-In Patient**, and **Legends**.

<figure><img src="/files/3FPh00EJ9XXZ3h1FYMJP" alt=""><figcaption></figcaption></figure>

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## Toolbar

### Search Field

To filter a patient visit, use the **Patient PIN**, **Name**, or **Mobile Number**.

<figure><img src="/files/15KXlzmOsyW3Wp303AFp" alt=""><figcaption></figcaption></figure>

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### Date Calendar

Using the **Date Calendar**, current or past date can be selected.

<figure><img src="/files/mcwItjwP1vOJVZLHDJkN" alt=""><figcaption></figcaption></figure>

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### Filter and Refresh icon

To apply a filter, use the **Filter** section. This section allows for specifying criteria for the data to be viewed, making it easier to find specific information. If any changes are made on the screen, such as adding, updating, or canceling a visit, click the **Refresh** icon to update the display. This ensures that the most current information is visible.

<figure><img src="/files/0GLC5IRxWbiW2PZZ7ALR" alt=""><figcaption></figcaption></figure>

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### Label Setting

Choose the required label size using **LABEL SETTING** button. In the **Label Print Setting** pop-up, select either the **Single** or **A4** radio button, and then select the corresponding size.

<figure><img src="/files/zx1OSeuvtNfvJF0TRuLM" alt=""><figcaption></figcaption></figure>

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### Legends

The various patient visits available in the **Legends** pop-up are listed below:

<figure><img src="/files/yEYiXVZUeviWLSSr9oYz" alt="" width="351"><figcaption></figcaption></figure>

* **Insurance**: Visits covered by insurance, useful for managing claims and payments.
* **Cash**: Visits where payment is made in cash, helping to record these transactions.
* **New Patient**: First-time visits by patients, allowing facilities to prepare for initial consultations.
* **Followup Patient**: Patients returning after their initial visit to continue their ongoing treatment or procedure.
* **Revisit Patient**: Patients who return for other visits that are not follow-ups.
* **Portal Patient**: Indicates that the visits are transitioned from the patient portal.
* **Tele-Con**: Indicates that the visit is a teleconsultation, allowing patients to receive care remotely.

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# Agent Instructions: Querying This Documentation

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```

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The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
