Note List

The Notes List displays a history of the notes for the patient record. To access the Notes List, using the sidebar menu,  select Note List. The Notes List is displayed.[+] Notes that are displayed in the Note List are a combination of Notes created using the Notes feature, transcribed documents, abnormal assessments, and ED Disposition Docs. Notes highlighted in yellow are recently added notes (from the current day - defined as anything modified since 12:00am on the current day.)

The following topics are discussed on this page. Click the link to go directly to that topic:

To sort/filter the Note List

To configure the Note List grid

To change the Note List format

To view the Note

To edit the Note

To print the Note

To close/expand the Note List pane

To sort/filter the Note List

The Note List grid can be sorted by columns. Click the column header to sort the list by that column. Click the column header again to change the sort from ascending to descending or vice versa. You also have several other options to filter this grid:

• All Visits: The Note List defaults to notes for the current visit. Check the All Visits box to view notes from all of the patient's visits.  Uncheck the box to view notes for the current visit.
• Erroneous: When notes have been marked erroneous, they are removed from the list. Check the Erroneous box to display erroneous notes in the grid.
• Show Note Content: To view the note content in the grid, check the Show Note Content box. This expands each note so that you can view what was entered in the note text. This allows users to look through multiple notes at one time without clicking on individual line items to open each note. The expanded view displays the entire note content including addendums. The note list changes to note preview when the Show Note Content option is selected.
• Search: In the search box (located above the filter options), you can search for a note by typing text in the search field. This search includes data found in the columns and the note text. Once you type the text you are looking for, press <Enter> or click the Filter button to display results to the text that you typed.  Found words are highlighted in the note(s). To clear the results and reset the view, click the X button located next to the Filter button.
• Change the Column Order: To move the columns around so that a different column is the first column and another is the last column, simply drag the column to a different place in the list. For example, if you want the Created Date Time field to be the first column in the grid, click the Created Date Time column header and drag it to where you would like it to be.

If the grid has grouped data (see To configure the Note List grid for group/ungroup functionality) , you can expand and collapse the groups using the triangle arrows in the headers. Or, you can expand all or collapse all groups simultaneously using the triangle arrow button located in the top left of the header row.

Tutorial: How to Filter the Note List
To view the tutorial, click the Play button on the viewer below. Use the Full Screen/Exit Full Screen button to expand the viewer to full screen.




 For a list of all tutorials, see Notes Tutorials.

To configure the Note List grid

The Note List grid displays several columns to identify the note (e.g. Patient Class, Charted Date/Time, Entered By, etc.)  The default view for List view is Visit #, Note Type, Charted Date/Time, Signed Date/Time, Entered by, and Patient Class.

You can personalize this grid with custom views so that when you view the Note List, it displays information in a way that you like and need to see it.

1. Click the blue Configure Grid button located all the way to the right in the column header. [+] The configure grid box is displayed.

   

2. At the top of the window, use the drop-down list to select the desired view for the grid. If no view is available, create a new one:
1. Click the blue Add button. The Add New View box is displayed.
2. In the available field, enter the name of the custom view.
3. Click Save.  

To edit the view name, click the Update View Name icon next to the view name. Make the desired changes and click Save.

3. Customize the view using the options below:

• Change the Column Order: To move the columns around so that a different column is the first column and another is the last column, simply drag the Order # to a different place in the list. For example, if you want the Created Date Time field to be the first column in the grid, click the Order # for Created Date Time and drag it to the top.
• Change the Column Name: You can edit the column label, if desired. Just click in the Column Label field and edit the displayed text.
• Show/Hide Columns: In the Visible column, check the fields you wish to display in the grid. Uncheck items you want to hide from the grid. Note: The space is limited. The more columns you display, the smaller the column becomes and the data in it.
• Change the Sort Order: In the Sorted column, you can select the fields that the list is sorted by. You can select multiple fields to sort by and you can select to sort in an ascending or descending manner.
• Group/Ungroup: You can group the items in the grid together by certain columns/fields. Click the Group By column button located next to the field. This will display the notes together by that field. For example, if you click the Group By button for the Entered By field, notes entered by the same user are grouped together.
1. Click the arrows in the Sorted column button next to the first field that you'd like to sort by. A number 1 and an upward-facing arrow appear in the column. This means that this is the first field to sort by and it will be sorted in an ascending manner. Click the button again to change it to descending. Click the button again to remove the sorting altogether.
2. Then, click the next field you'd like to sort by. A number 2 is displayed in the Sorted column. Click again to assign the ascending or descending options.
3. Repeat to select additional fields for sorting.

At any time, you can reset the selections to the default by clicking the Reset button. This removes all the selections that you've made in this view and allows you to start over. Otherwise, the changes are automatically saved to the selected view (step 1).

4. If desired, you can create multiple views. Click the blue Add button to create another view name (as described in step 2) and customize it (as described in step 3). Changes are automatically saved as you make them.
5. Once you've finished your selections for the view(s), click outside of the configure grid box to close it and return to the Note List.
6. At any time while viewing the Note List, you can click the Configure Grid button to change to one of your custom views.

Tutorial: How to Configure the Note List Grid
To view the tutorial, click the Play button on the viewer below. Use the Full Screen/Exit Full Screen button to expand the viewer to full screen.




 For a list of all tutorials, see Notes Tutorials.

To change the Note List format

The Note List defaults to the List format, which means that the content of the note is not visible until you click the note. To view the content of the note, you have two additional options using the buttons at the top of the screen:

• Split: Click the Split button to view the list in split screen. This format displays the note list on the left side of the screen and the content of the selected note on the right side of the screen. To switch to a different note, click the note in the list.
• Preview: Click the Preview button to view the entire note in full screen, hiding the note list.

Tutorial: How to Change the Note List Format
To view the tutorial, click the Play button on the viewer below. Use the Full Screen/Exit Full Screen button to expand the viewer to full screen.




 For a list of all tutorials, see Notes Tutorials.

To view the Note

From the Notes List, click the desired note in the grid to display it in the text box. From this view, you can do the following actions:

• Edit

• Add Addendum

• Copy Forward

• Mark Erroneous

• Discard (if Note is Draft version)

See Creating Notes for additional details on using these functions.

Tutorial: How to View Notes
To view the tutorial, click the Play button on the viewer below. Use the Full Screen/Exit Full Screen button to expand the viewer to full screen.




 For a list of all tutorials, see Notes Tutorials.

To edit the Note

The note can be edited by selecting the note from the List (click on the note to display it), Split, or Preview views. When the note is displayed, click the Edit button. The Edit window is displayed. Make the desired changes and click the Draft, Sign, or Discard button. See Creating Notes for additional details on editing notes.

Tutorial: How to Edit a Note
To view the tutorial, click the Play button on the viewer below. Use the Full Screen/Exit Full Screen button to expand the viewer to full screen.




 For a list of all tutorials, see Notes Tutorials.

To print the Note

The note can be printed by selecting the note from the List (click on the note to display it), Split, or Preview views. When the note is displayed, click the Printer button. The Print Preview window is displayed. If desired, check the Show erroneous addendums box. Then, click Print. Or, click Cancel to close the Print Preview window.

Tutorial: How to Access Notes
To view the tutorial, click the Play button on the viewer below. Use the Full Screen/Exit Full Screen button to expand the viewer to full screen.




 For a list of all tutorials, see Notes Tutorials.

To close/expand the Note List pane

To close the Note List pane, click the X located in the top right corner of the pane. Or, at the very bottom of the screen, a list of open panes is displayed. Click the X located next to the Note List. (To reopen the Note List pane, click the Menu button and select Note List.)

To expand the Note List pane to full screen, click the expand arrows button located next to the close button.