NextGen Knowledge Center

Edit User Filters

  1. On the Export tab, under Clinical Information, select the gear icon.
    The DSM Filter Configuration window opens.
    Which Filter Would You Like to Edit

  2. Select Edit Existing Filter, select which filter to edit, and then select Next.
    The window presents a list of clinical information categories.
    Editing User Filter

    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).

  3. 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.

  4. 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.
  5. Select the preferred filter options, and then select Save.