Resource Centre - Column Filter

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Video Tutorial


Column filters are available in most modules and can be used to filter data to narrow down the information presented in the module’s list view.

a note icon The column filters are dependant on your Encounter and Days Back filters.

Image showing the Column Filters

 

Filter by Keyword

 

Filtering by keyword allows you to filter a list of module information (example: transcriptions or lab results) by the alphanumeric entries displayed in each column.

To filter by keyword:

1. Identify the column you need to use to filter your list. Columns that have keyword filter capabilities display an empty dropdown box Image of the column filter text box under the column’s header.

2. Click the dropdown arrows Image of the drop down arrows on the right side of the box to view a full list of available keywords for the selected column.

3. Click the checkbox Image of the check box next to the words you want to use to filter your list.

A tip icon Type text in the filter box to show matching keywords.

Image of the type text in filter box option

The following image shows an example of text typed in filter box to only show available keywords that begin with onco (for oncology-related keywords).

Image showing text typed in filter box to only shows avalaibility keywords that begin with ONCO

Clearing onco from the filter box will return the dropdown to its full list of keywords.

 

4. Your list will update to reflect the selections made in the column filter.

Example: Selecting GI Investigations in the Name column filter of the Transcriptions module will result in a list of transcriptions that include GI Investigations in the Name column.

 

5. You can use multiple keywords and multiple columns to filter your module list view.

Example: If you wanted to see all discharge summaries from a specific doctor (Dr Sandy Drexler) in the Transcription module, you would select (check) Discharge Summary in the Name column filter and Europe, Dornalee in the Dictated By column filter. 

 

Image showing the results for discharge summary option typed in the column filter text box

 

 

 

 

Clearing Keyword Filters

There are a few ways to modify or clear keyword filters depending on your data viewing needs.

Resetting the Entire Module

Click the Clear Filters button Clear filters button in the module header to reset all filters in all columns. This will return the list view to display all rows based on your Encounters and Days Back settings.

This option is best when you want to start from the beginning and apply new column filters to the module. This is also the easiest option if you want to view the module in its original unfiltered state.

Example: After entering a number of filters in multiple columns, you’d like to start over with new filter settings. It’s easer just to click the Clear Filters button and start fresh instead of accessing each column and modifying each individual keyword selection.

Resetting an Entire Column

To reset (uncheck) all filters in a specific column:

1. Locate the column you want to reset.

2. Click the dropdown arrows on the right side of the filter box under the column header.

3. Click the Clear Filter option at the top of the dropdown list.

Iamge showing the clear filter option

4. Your list view will update to reflect the changes to the column’s filter.

This option is helpful if you want to make changes to the keyword selections for just one column.

Example: You have 10 different Oncology keywords selected in the Name column of the Transcription module and now you want to select just discharge summaries. It’s easier to use the Clear Filter option instead of individually unchecking all those Oncology selections.

 

Modifying Individual Filters

To remove individual keywords from your filter:

1. Locate the column you want to remove keyword filters from.

2. Click the dropdown arrows Image of the drop down arrows on the right side of the filter box under the column header.

3. Uncheck each keyword you want to remove from the filter.

Image of how to remove keyword from the filter

4. Your list view will update to reflect the changes to the column’s filter.

This option is best if you want to make quick and simple changes to an existing filter selection.

Example: Filtering the list of lab results to display just Electrolytes results instead of Sodium and Electrolytes. Instead of clearing all the module filters, or clearing the entire column of filters, you can just uncheck the Sodium selection and leave the Electrolytes selection.

 

Printing Filtered Results

You can print the filtered list view results by clicking the Print button after entering your column filters.

See Printing for more information on how to print list and detail views.