Filtering/Searching Correspondence Records

 

This topic discusses how to filter correspondence records, or search for content within the list of records. This functionality is available wherever Correspondence records are located.

 


Overview

Upon applying a filter, the list of records refreshes to show only those results that match your selection. In the example below, the Notation column header is highlighted in dark grey to indicate that a filter has been applied to it. Although the image shows a single column as having been filtered, it is possible to apply a filter to multiple columns simultaneously (see Advanced Filtering, below)

Clear a filter by clicking Clear Filters.

 

 


Quick Filtering

1.      To quickly filter information, either

o       Click

o       Right-click a column header in any of the correspondence windows, and select Quick Filter this Column from the menu that appears.

 

2.      You will be presented with a list of filter options, such as in the example below which shows patient names. Select the items you wish to filter for, and then click  Alternatively you can enter text to filter by.

 

 


Advanced Filtering

1.      To access advanced filtering, right-click a column header in any of the correspondence windows, and select Advanced Filters from the menu that appears.

 

2.      The Advanced Filters window appears.

 

3.      Select the columns you wish to filter via the Columns to Filter section.

4.      Each column type offers numerous filtering options to select from. In the example above, the Subject column is selected, and on the right-hand side of the window are the filter options available to the Subject column.

The lower-right section of this window lists the filters to be applied.

 

5.      (Optional) You can save your filter configuration as a default for the Holding File, by ticking the associated check box at the bottom-left of the window.

6.      When you are ready to apply the filter, click

 

 


Filtering by Date Range

When applying an Advanced Filter, you can specify to filter records by Date Collected and/or Date Requested. These two options are further broken down into specific periods, as described in the following table.

Filter

Rule

Blank

Where the date has not been recorded

Today

All records created today

Yesterday

All records created yesterday

Since Yesterday

All records created yesterday, including today

In Last Week

All records from the last 7 days, including today

In Last 2 Weeks

All records from the last 14 days, including today

In Last Month

All records between the current day and the same day in the previous month, including today. If there is no corresponding day in the previous month, the nearest valid day is used.

In Last 3 Months

All records between the current day and the same day 3 months prior, including today. If there is no corresponding day in the month 3-months prior, the nearest valid day is used.

In Last 6 Months

All records between the current day and the same day 6 months prior, including today. If there is no corresponding day in the month 6-months prior, the nearest valid day is used.

In Last Year

All records between the current day and the same day 12 months prior, including today. If there is no corresponding day in the month 12-months prior, the nearest valid day is used.

In Last 2 Years

All records between the current day and the same day 24 months prior, including today. If there is no corresponding day in the month 24-months prior, the nearest valid day is used.

Custom

A customised date range, specified by the user.

 

 


Filtering by a Selected Value

This is another quick-filter method for filtering the entire list of records to display only those that match a specific value.

Examine the image below. Say for example you wish to display only those records where the Notation is 'Return Urgently'. To do this, right-click the value you wish to filter by (in this case it would be the text 'Return Urgently' within the Notation column), and then select Filter by this Value from the menu that appears.

The example above is taken from the Holding File. The right-click menu varies, depending on which component of Clinical you call it from.

 

 


Saving Filters

Save a filter by right-clicking a column heading and selecting Save Current Filters. Note that saved filters are per practitioner, and are applied to each patient’s record thereafter, until cleared manually.

 

 


Clearing Filters

Once a filter has been applied, a Clear Filters button appears at the top of the window. Clicking this clears all filters that have been applied to the window.

Note that all filters are cleared by default upon closing a patient's record, unless you elect to save the filter first by right-clicking a column heading and selecting Save Current Filters. Note that saved filters are per practitioner, and are applied to each patient’s record thereafter, until cleared manually.

 

 


Searching for Content within Records

You can search correspondence records for specific keywords, by clicking Search, located in the upper tool bar of any correspondence window.

 

1.      Click Search. The Perform Keyword Search window appears. Note that the first time you perform a search for a give patient, an index of their documents will be generated. This generally takes less than a minute and is only performed once.

 

2.      Enter the keywords you wish to search for, separating each with a space e.g. blood glucose. Note that characters such as % [ ] { } will be ignored.

3.      (optional) Indicate that you wish to clear any filters that may currently be applied to the set of records, by ticking the associated check box.

4.      Click to commence the search. Documents that contain the keyword(s) will be highlighted in yellow, along with any occurrences of the keyword(s). To reset all search results (and clear any keywords), click Clear Search.