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<< Click to Display Table of Contents >> Filters |
  
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<< Click to Display Table of Contents >> Filters |
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Filters are listed in the left navigation pane. They are organized into data sets such as Problems. When creating a note, users select filters from the list to insert the patient data into their note.
Using Filters:
| • | In the note field, select the location at which the patient data may be added and select the desired filters from the left navigation panel. The cursor must be placed within the note field or template field prior to adding a filter. |
| • | The default setting for filters is closed. The filters for a particular heading may be opened by using the  icon. |
| • | The filters may be repositioned to the user's preference. This can be done through a drag and drop. The filters will remain in the new position. |
| • | Hovering over a filter allows a preview of data for one record of detail within that filter. The Vital Sign filter will only display a preview of data for one vita,l as each vital is a different record. |
| • | The  filter icon allows access to the Filter Tool box which allows custom filters to be created. Please see the Table Maintenance - Notes User Guide for additional information. |
| • | When filters are added to a Note, a spinning circle will display next to the filter header to indicate it is retrieving the filter information. |
| • | When there is no data available for the selected filter, a statement indicating that no information is available will display next to the filter title within the note. |
| • | Lists typically display the description of the item and tables typically display metadata for each item listed. |
| • | The  swap icon is available within a filter that has been inserted into the note field. This allows the ability to access the filter toolbox and customize the filter for a specific scenario or quickly swap out filters without leaving the note field. See Swapping Filters for additional information. |
| • | To update individual filters, select the  refresh icon or right-click on the table or list of the filter and select Refresh Filter to update just the selected filter. |
| • | To remove a filter that has been inserted, select the Delete  icon. |
| • | The Surgical History data set allows the patient's surgical history to be edited by adding a new procedure or removing existing procedures by selecting the  plus sign icon. See Surgical History for more information. |
| • | Medical Summary Fields filters allow the user to pull the information documented within the filter to the patients CCDA. See Medical Summary Fields for more information. |