The Custom Folders module allows you to create, edit, and view custom note folders. When applied to the Notes module, these folders allow you to quickly find notes that have been categorized according to specific criteria (such as note type, specialty, or setting). When applied to the Summary module, these folders allow you to display a filtered list instead of the entire list when creating a custom layout for the Summary module, Summary Popup, or QuickLook.
For example, you can create a folder to limit the list of notes to all cardiology progress notes categorized as outpatient. By adding this folder to the Notes module, you can find all matching notes with a single keystroke. By applying this folder to the Summary module, you can display a filtered version of the Notes tab instead of the complete list of notes (or in addition to the complete list) from the Summary. You can create as many note folders as desired, and create new folders based on existing ones.
Your personal custom folders display initially. However, a series of buttons at the top of the screen can help you locate and view standard folders and folders created by others. See Using Custom Filters for details.
The Module Preferences button is different than the other buttons. It allows you to apply your custom folders to the Notes and Summary modules. When you apply a custom folder to the Notes module, that folder displays at the top of the screen, as a filter option. When your apply a custom folder to the Summary module, the Custom Summary module includes that folder as an available control, allowing you to include it in a custom layout (which you can then apply to the Summary module, Summary Popup, or QuickLook view). See Maintaining the Target Custom List for details.