Filtering Your Chart View

You have the ability to filter your chart view to find a specific item (i.e. any EKG's done for a patient), only things done by a specific specialty or a particular provider, within the last year, etc.  This can be a helpful way to find what you are searching for quickly.  To filter your chartview, click on the icon that looks like a funnel in the chartviewer box, the Quick Filter. 

When you've clicked on the Quick Filter (funnel icon), you will see that there are several options for filtering the chart.  There are drop down boxes where you can specify Provider, Specialty, Section, Encounter, etc. as well as a Search field at the top.  Use the Search field to search for an item type, such as EKG. 

As you type the item name into the search box, the chart will filter to that item.  Keep in mind that the search field searches the item name.  So, if you are searching for EKGs, you will only find those chart items that have EKG in the item name.  See below.

If the EKG has been scanned into a Correspondence folder or saved as "Result", it will not be found in this search. 

You can also use the Date dropdown to select Any Encounter Date, Last Month, Last 3 Months, Last Year or a Date Range. 

You can use the Date filter alone, or in combination with any of the other dropdown selections, such as Specialty.  If you want to see any items done in Cardiology in the last year, set your Specialty first by clicking on the dropdown arrow beside Specialty and checking the box beside Cardiology. 

Then click on your Date dropdown and select Last Year.  Your Specialty box is red to indicate that there is a selection made in that category.  You will see that the chart filters down to items done by Cardiologists in the last year for that patient. 

The chart filter will hold as long as you stay in that patient's chart.  When you go to another patient's chart, the filter will reset and only show the filtering options.  To remove the filter options, simply click again on the Quick Filter (funnel) icon, and the chart will return to your default view.