Viewing Document History

• Scroll to the index item, and click it. Or, if you want to review items in order, click an item in the index, and then use the up/down arrow keys to display the detail for each item.

• To view an item in full screen mode, right-click the item in the index. When you are finished, click the on the upper right corner of the screen.  The popup screen auto-closes if you open a new note, navigate to a different Results screen, or change patients.

Note: If the popup is not visible, it may have opened behind the current screen. To redisplay the popup, right-click the index item again.

• Click a column heading to sort the list in descending order for that column.

Note: The relative order of sorted items is not set. Be sure to check the dates of sorted items when reviewing.

• To reverse the sort order, click the column heading again.

• When you filter items, you selectively choose which items display in the index. Click the field below a column heading; then select a filter term from the drop-down list. Items that match the filter text are displayed. If desired, continue to filter the displayed results by clicking the field below another column header and selecting a filter term from the drop-down list.

• To remove a filter, re-open the drop-down list and select [All].

• A column search allows you to search for and display documents containing specific column data. Click the field below a column heading; then select [Search Column] from the drop-down list to display the search popup box.

• The search setting, Contains, is selected by default. Click to select Starts with, if desired. Then type a search term in the text box.

• When you are finished, click Search. Items that match the search criteria are displayed in the index.

• The search criteria are saved for later use in the drop-down list.

• To clear the search, re-open the drop-down list and select [All].