Viewing Patient Information : Viewing Clinical Notes : Filtering the List of Clinical Notes
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Filtering the List of Clinical Notes
Use a filter to display a focused list of clinical notes for the selected patient. For example, you can filter the list to display one type of clinical note, such as Discharge notes. Each institution defines their own note types.
The module header row keeps track of the number of notes currently displayed for the patient. For example, when no filter is applied, you might see “Clinical Notes (9)” in the header, and all of the available notes displayed in the summary list. If a filter is applied, the Filter button is displayed at the top of the summary list, with a label describing the filter criteria. For example, you might see “Clinical Notes (2)” in the module header, and the Filter button labeled, “Filtered by: Nursing” to indicate that only the Nursing notes are shown. If you apply more than one filter, the module header counts the combined number, and the Filter button label lists each of the filters that are applied.
To use a filter for Clinical Notes, follow these steps:
1. Tap Filter in the upper right corner of the Clinical Notes Summary screen.
The Filters screen is displayed and shows the following:
-The top of the screen displays a list of Filter Terms. The currently selected filter(s) are indicated by a checkmark.
-Below the Filter Terms, you may see additional filters by Source (the hospital or practice from which the clinical note information was derived), if your organization has implemented the Health Information Exchange feature and it is enabled in your user profile. The currently selected filter(s) are indicated by a checkmark.
2. Select or deselect one or more filters from the Filter Terms or Sources.
If some but not all of the filters are selected, a Select All button is available at the bottom of the screen; tap Select All to select all of the available filters. If all of the filters are selected, a Deselect All button is available; tap Deselect All to deselect of the filters.
3. Tap Done.
The Clinical Notes Summary screen displays with the notes that match the filter criteria. The filter(s) remain selected until you choose something different.
To go back to showing all of the clinical notes for the patient:
1. From the Clinical Notes summary list, tap Filter in the top-right corner of the screen.
2. At the bottom of the Filters screen, tap Select All, and then tap Done.
All of the available notes are displayed in the Clinical Notes summary list.

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