Initially, all available documents are displayed in the index. The count and date range of the items are included at the bottom of the index. Once an index item is selected, the associated report displays below.
To
adjust the time frame
Do any of the following:
Select an option in the From field to change the duration of data to be retrieved. When you are finished, click Submit.
Click
to deselect the MR (most
recent) check box to change 'Most Recent' to 'To.' Enter a date
in the From and To date fields, or click the 
next to either field to display an electronic calendar for selecting
another date. When you are finished, click Submit.
To
view detail
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 
on the upper right
corner of the screen.
To sort index items
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.
To clear all changes to the index (sorting/ filtering/searches), click the Submit button on the top right of the screen.
To filter index items
Filtering allows you to remove items from view.
1. Click the arrow below a column heading. A drop-down list displays. Initially, all items are selected.
2. Clear check boxes to exclude items. (Or use the uppermost check box next to the Search Column link. It acts as a toggle to deselect or select all items in the drop-down. Then select/deselect items as desired.)
Important: It is recommended
to keep blank spaces selected so you do not inadvertently filter out relevant
documents.
3. Click the Submit link at the bottom of the drop-down to filter to selected items.
From here you can filter, sort, or search additional columns.
To reset the filter, click the arrow on the red field to reopen the drop-down list, and click Reset. Or, to clear all changes to the index (sorting/filtering/searches), click the Submit button on the top right of the screen.
Filtering Tips
If you want only a few of many, it is easier to use uppermost check box to deselect all items, then select the few items you want to include.
To “quick filter” to one item, click that row in the drop-down list.
Cancel closes the drop-down list without applying any new changes.
To search index items
A column search allows you to search for and display items containing specific column data.
1. Click the arrow below a column heading to display drop-down list.
2. Click the Search Column link. The Search Column dialog box displays.
3. Contains is selected by default. Click to select Starts with, if desired. Then type a search term in the text box. (Search terms are not case-sensitive.)
4. Click Search.
Items that match the search criteria are displayed in the index.
From here you can search, filter, or sort additional columns.
To reset the search, click the arrow on the red field to reopen the drop-down list, and click Reset. Or, to clear all changes to the index (sorting/filtering/searches), click the Submit button on the top right of the screen.
To view document history
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. (For example, it is not available for LMR notes.)
Tips:
To adjust the size of the index and document viewing area, place the mouse pointer on the border between the index pane and the note pane. A double-headed arrow displays. Click and drag to adjust the sizing.
Hold the mouse pointer over an index item to display a tooltip with the full text of the index column.