Using the Notes Filter/Sort View

Overview The Notes Filter/Sort View is now the default notes viewer from the Notes cell on the Big Board. This view includes the ability to sort, filter, and search for index data (such as author's name) within a default or user-defined time frame. Viewing Notes 1. Click Results in the CAS to open the Results Viewer. 2. Select a patient or patient list. 3. From the Big Board, click the Notes cell.

The Notes Viewer opens. Index items display within the time frame specified in the Notes Preferences. The count and date range of the items are included.

Adjusting the Time Frame The Filter/Sort View initially displays index items within the time frame you have specified in the Results Viewer (in the lower right corner of each tab). If the Results Viewer time frame is set to Most Recent, the Filter/Sort View displays the Most Recent default time frame specified in your Notes Page preferences (on the Options page). To adjust the time frame, click to select or clear the MR (Most

Recent) checkbox, if desired. Do either of the following:

- (For MR) The default MR time frame displays. Select an option in the From field to change the duration of data to be retrieved. Then click Submit.

- Enter a date in the From and To date fields, or click the next to either field to select a date from a calendar. When you are finished, click Submit.

Viewing Note Detail Scroll to the index item, and click it. Or, click an item in the

index, and then use the up/down arrow keys to display the detail for each item.

To view a document in a full-screen popup window, right-click an index item. Click the on the upper right corner of the window to close it. Notes: 1) The popup auto-closes if you open a new note, navigate to a different Results screen, or change patients. 2) If the popup is not visible, it may have opened behind the current screen. To redisplay, right-click the index item.

Sorting Index Items Click a column heading to sort the list in descending order for

that column. (Note: The relative order of sorted items is not set. Be sure to check the dates of sorted items.)

To reverse the sort order, click the column heading again. To reset to the original sequence, click Submit.

Filtering Within Displayed Index Items Click the field below a column heading; then select a filter

term from the drop-down list. Items that match the filter text are displayed. If desired, continue to filter the displayed results by clicking the field below another column header and selecting a filter term from the drop-down list.

To remove a filter, re-open the drop-down list and select [All]; or click Submit to remove all filters.

Searching Within Displayed Index Items With a column search you can find index items containing specific column data. Click the field below a column heading; then select [Search

Column] from the drop-down list to display the Search popup. Contains is selected by default. Click to select Starts with, if

desired. Then type a search term in the text box. When you are finished, click Search.

Items that match the search criteria are displayed in the index. To clear the search, re-open the drop-down list and select

[All]; or click Submit. Viewing Document History Click the History link (if available) to view a previous version of the document. Note: Document history is not available for LMR notes in the EHR Viewers. Closing the View Click the on the upper right corner of the page. Note: Within the CAS, if you change patients, screens, or applications, the Notes Viewer closes. If you switch to an application outside of the CAS, the page remains open. You may need to select it on the taskbar to view it again. Tips To enable full screen mode, double-click the Internet Explorer

title bar. To adjust the size of the index and document viewing area,

place the mouse pointer on the border between the index pane and the document pane. Click and drag the double-headed arrow to adjust the sizing.

Hold the mouse pointer over an index item to display a tooltip with the full text of the index column.

Changing Your Notes Viewer Preferences Click the Options button on the left side of the CAS. If not

already selected, click the Results button. To change the default notes viewer, select either Basic View

(to revert to the traditional view) or Filter/Sort View from the Big Board Notes field.

To change the MR default durations within the Filter/Sort View, select an option from the Inpatient and Non-Inpatient Default Duration fields. (Note that MR must be selected in the Filter/Sort View to see the default durations).

When finished, click Save Changes; then click OK. CClloossee tthhee CCAASS aanndd rreessttaarrtt iitt for the changes to take effect.

Default Durations for Most Recent (MR)

Default Viewer