• 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 pop-up screen auto-closes if you open a new note, navigate to a different Results screen, or change patients.

Note: If the pop-up is not visible, it may have opened behind the current screen. To redisplay the pop-up, 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 pop-up 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].

If previous versions of a document are available, the index item includes a History link. Hold the mouse pointer over the link to see when the current version was last edited. Click the History link to open the Document History window, where you can select a previous version to view. For details, see Viewing Document History.

Note: In the EHR Viewers, document history is limited to items from the PHS Document Repository. (e.g. It is not available for LMR notes.)