You can create and name a filter that is available only to you and then reuse it in later sessions.
- On the Export tab, under Clinical Information, set Export Type to Manual Data Selection.
- In the Clinical Information pane, select the gear
icon.
The
DSM Filter Configurationwindow opens.
- Select Create New Filter and Create User Filter, enter a name for the filter, and then select Next.
The window presents a list of clinical information categories.
To open Help for this window, click the 
icon at the upper right.
For each category, such as Encounters, Medications, and Allergies, a blue underlined link appears, stating which items should be selected for that category. The initial settings are the same as for the Clinical Context (NextGen Filter).
- To modify the selection criteria for a category, click the blue, underlined link.
A shortcut menu displays possible values for the selection criteria. Varying types of criteria are available depending on which category you are configuring.
- Select an option, and enter a value, if applicable.
The types of selection options may include the following:
- All: Select all items for this category.
- None: Select no items for this category.
- Active: Include only items with an active status. (This option is available for the Medications, Allergies, Problems, and Medical Equipment categories.)
- Last
n Months: Select all items for the most recent n months, where you type the desired value for n.
- Last
n: Select the most recent n items, where you type the desired value for n.
- To set this as your default filter, select My Default Filter.
- Select Save.
The DSM Filter Configurationwindow closes. The new filter is selected, and the updated Clinical Information tree shows which items are selected by the filter.
