Viewing Document History

Clicking the History link for a document, when available, opens a new Notes Viewer in the PHS Viewer Popup display. Any previous versions of the document are listed in an index.

By default, the option to show notes from Epic is checked. Click to uncheck the box to display only LMR and DR data.
To view details of a note (text, scanned, or PDF document):

To display the note in the detail pane below the index, scroll to the index item, and click it.
To review notes in order, click an item in the index, and then press the up/down arrow keys to display the detail for each item.
To view an note in full screen mode, right-click the item in the index. To close the viewer, click in the upper right of the PHS Viewer Popup.

To increase the information display:

To display the full text in a column, hold the mouse pointer over the entry.
To change the size of the panes for the index list and the note display, hold the mouse pointer over the line that divides the two until it turns to a . Click and drag the line up or down to change the height of the panes

To sort index items:

To sort the list in descending order (alphabetically, numerically, or most recent first), click a column heading.
To reverse the sort order, click the column heading again.

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

To limit the index list to one or more of the entries in a column:

By default, the viewer is set to display All notes. To remove items based on specific parameters, click the down arrow beneath the column name .
Click to uncheck the boxes for notes to remove them from the index.

To clear all the checkboxes at once, to be able to check a few of many options, click the box to the left of Search Column.
To filter by a single option, click to select its row in the drop-down list.

A blank space in the index indicates data for that field was not entered by the author or source system. Accuracy of index information is dependent on the source of data. To avoid inadvertently filtering out relevant notes, such as those with no author, do not uncheck blank entries.

Click Submit at the bottom of the drop-down list. (To undo your selections without changes, click Cancel.) The drop-down list heading changes to .

To search the data in a selected column (for example, search for a date or author):

Click the down arrow beneath the column name: . (If the list is , you must clear the filter before searching; see above for instructions.)
Click Search Column.
The default search returns notes that contain the text entered. Click the Starts With option if this is more suitable for your search—for example, if you're looking for a particular month in the Date column. (Include the leading zero, such as 08 for August, when performing a Starts With search.)
Type the text to use as the search criteria.
Click Search. Notes that match the search criteria are displayed in the index. The drop-down list heading changes to (example: contains enc) or (example: starts with chio).

To remove a single filter:

Click the down arrow beneath the column name , (example: contains enc), or (example: starts with chio).
Click Reset.

To clear all changes to the index (sorts, filters, and searches), click the Submit button.