Organize Notes and Documents Using Filters
As more documents are created and saved to your patient's chart, scrolling to find the documents you need to pay attention can take too much effort.
For an easier way view documents, create a Document Filter to organize documents by Author, Review Status, Signing Status, Document Type, and more. You might have several Document Filters set up to show: Signed Notes, Unsigned Notes, Labs, Imaging Results, or Pathology Results.
Each Document Filter appears as a sub-tab.
Configure a Document Filter
To configure your Document Filters, click MORE and choose Filters.
This is where you add, edit, arrange, and remove Document Filters and set a Document Filter as the Default tab (see the second image).
When finished modifying Document Filters, click CLOSE.