eCLINICIAN EMR User Guide

Personalize eCLINICIAN

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The filter functionality in the Chart Review activity allows you to search patient data using predetermined criteria. For example, you can create a filter that shows only visits for which you were the physician. You can also filter on specific medications, orders, chief complaint, and more.

Quick Filters take the functionality one step further by allowing you to save your most frequently used filters. By saving your personal (Quick) filter you can quickly sort data in the future.

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From the left-hand side of the patient’s workspace, select the Chart Review activity.

2.

Access the appropriate tab on the Chart Review activity.

3.

From the toolbar, click Filters. In the upper left-hand pane, a list of filter categories displays. In the right-hand pane, the report entries for the patient displays.

4.

Select one of these categories. In the lower left pane, a list of patient-specific entries belonging to that category display with checkboxes.

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Select as many checkboxes as you need to refine your filter. As you make your selections, the list in the right-hand pane gets smaller, displaying only those entries matching your filter criteria.

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: You can create complex filters by selecting more than one category. For example, you can filter once on all of the tests for a particular provider and then filter again on all of their encounters where there was a particular diagnosis. Simply repeat

steps 4 and 5

for each category you want to add to your filter.

6.

To save the personal data filter, click Save. The Save Quick Filter window displays.

7.

In the Caption field, type a name for the personal data filter.

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To have the personal data filter automatically display each time you access the appropriate tab for any patient, select the Apply by Default checkbox.

9.

Click Accept. The personal data filter displays on the Filter title bar.

The personal filter is saved to your user settings. Regardless of the patient you select, the personal filter is available for your use each time you open the corresponding

Chart Review tab.

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On the Lab tab, the Quick Filter functionality can be combined with the Lab Flowsheet display to create personal lab flowsheets. For example, you can create a personal lab flowsheet that quickly shows you the screening tests that are most meaningful for your specialty.

1.

From the left-hand side of the patient’s workspace, select the Chart Review activity.

2.

Access the Lab tab on the Chart Review activity.

3.

From the toolbar, click Filters. In the upper left-hand pane, a list of filter categories displays. In the right-hand pane, the results available for the patient display.

4.

Select one of these categories (e.g. Order Name). In the lower left pane, a list of patient-specific results belonging to that category display with checkboxes.

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: If the patient whose chart you are using to build the personal flowsheet has not had a particular test ordered, you are not able to add that test to the flowsheet.

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Select as many checkboxes as you need to refine your filter. As you make your selections, the list in the right-hand pane gets smaller, displaying only those results matching your filter criteria.

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IP

2

: You can create complex filters by selecting more than one category. For example, you can filter once on all of the tests for a particular provider and then filter again on all of their encounters where there was a particular diagnosis. Simply repeat

steps 4 and 5

for each category you want to add to your filter.

6.

To save the personal data filter, click Save. The Save Quick Filter window displays.

7.

In the Caption field, type a name for the personal data filter.

8.

To have the personal data filter automatically display each time you access the Lab tab for any patient, select the Apply by Default checkbox.

9.

Click Accept.

The personal data filter displays on the Filter title bar.

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The personal filter is saved to your user settings. Regardless of the patient you select, the personal filter is available for your use each time you open the Chart Review >

Lab tab.

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The Quick Filter edit feature allows you to change only the name of your personal filter/flowsheet or to delete it. It does not allow you to add or remove selections from the filter/flowsheet. To add or remove selections, you must delete the filter/flowsheet and create the new version.

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From the appropriate tab, click Filters

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Apply the appropriate personal filter/flowsheet.

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In the lower left-hand area, click Edit. The Edit Quick Filters window displays.

4.

In the Caption field, type the new name of the filter.

5.

Click Accept.

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The new name for your personal lab flowsheet filter displays on the Filter title bar.

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ELETE YOUR

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From the appropriate tab, click Filters

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Apply the appropriate personal filter/flowsheet.

3.

In the lower left-hand area, click Edit. The Edit Quick Filters window displays.

4.

In the Caption field, type the new name of the filter.

5.

Click Delete.

6.

Click Accept. The personal filter/flowsheet is removed from the Filter title bar.

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From the Lab tab, select the custom lab flowsheet filter.

2.

Check or uncheck the appropriate filter selections.

3.

Click Save. The Save Quick Filter window displays.

4.

In the Caption field, enter a name for your updated filter.

5.

To have the filter automatically display on the Filter title bar, select the Apply by

Default field.

6.

Click Accept. The newly updated filter displays on the Filter title bar each time you open the Chart Review > Lab tab.

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7.

If required, follow the steps in the previous topic to delete the previous version of your custom filter.

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To save time, you can customize the order of Chart Review reports to first display the information most important to you, and group related pieces of information together, limiting the amount of time you spend scrolling through the report.

1.

In Chart Review, open a report you want to customize.

2.

On the right-hand side of the Report Viewer toolbar, click the wrench. On the right, a

Customize window displays.

3.

Click and drag each item to the order you prefer or use the blue arrow.

4.

Click Accept.

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HUMBNAILS

The new Thumbnail View in the Media tab of Chart Review makes it easier to see the type of file that has been scanned.

1.

From the Media tab toolbar, click Thumbnail View. The listed reports change to thumbnails.

2.

To return to the previous view, click Details View.

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