Hide Unwanted Sections with the Quick Filter

NextGen® Enterprise EHR Help

Create User Filters

A user filter is a filter that you create that becomes available to you whenever you open a CDA in Full View. Do one of the following: To create a new filter based on the filter settings that are currently applied to the open CDA, select Quick Filter Gear, then Save As User Filter. To create a completely new filter that is unrelated to the current quick filter settings, select New Filter New Filter. After either of the above actions, the CDA Section Filter window appears as follows: CDA Section Filter Optionally, select Clear Filter to deselect all the sections in the Sections list. Select and order the information sections as described in Hide Unwanted Sections with the Quick Filter. In the Name box, enter a name for the filter. If you want the new filter to be used automatically when you open CDAs, select My Default Filter. Because CDAs can include sections with unrecognized types of information, select or clear Display Unknown Sections When Viewing CDA. Select Save. A button for the

NextGen® Enterprise EHR Help

Display All Sections by Clearing the Filter

To restore display of all sections of the CDA in Full View, select Clear Filter Clear Filter. A message appears above the document, stating that no filter is applied. No Filter Applied Message Parent topic: Filtering the Full View

NextGen® Enterprise EHR Help

Select a User Filter

Once you have created user filters, you can apply any filter by clicking the corresponding button along the top edge of the CDA document. The default filter appears first. The remaining filters appear in alphabetical order. If there are too many filters to fit in the button bar, you can access additional filters by clicking the Down Arrow (down arrow) icon at the right end of the button bar. Location of Down Arrow Icon Once you have selected a filter, a message appears just below the button bar, stating "This document is being displayed using filter: <filter name>". Parent topic: Filtering the Full View

NextGen® Enterprise EHR Help

Filtering the Full View

You can create filters for viewing Consolidated Clinical Document Architecture (C-CDA) documents. Filters have two advantages: Within a loaded document, it is easier for you to find information by filtering out unwanted clinical categories. A filter can make long C-CDA documents load faster if you have saved that filter as your default filter. Hide Unwanted Sections with the Quick Filter How to use the Quick Filter to hide unwanted sections in Full View. Create User Filters How to create user filters for use in Full View. Select a User Filter How to apply an existing user filter in Full View. Display All Sections by Clearing the Filter How to clear the filter so that Full View displays all sections. Parent topic: Viewing CDA Documents in Full View

NextGen® Enterprise EHR Help

View Tabs

The CDA Viewer provides the Custom View and Full View tabs: Custom View and Full View Tabs The Custom View and Full View tabs provide views of the CDA contents. Custom View provides a quick look at the most commonly useful sections, while Full View enables you to view the full document. Following is a comparison of the features of Full View and Custom View: Feature Custom View Full View Inclusiveness Even when no filter is applied, displays only the most commonly useful sections of the CDA. When no filter is applied, displays the full human-readable contents of the CDA. Filtering When you can create filters, you can only select from a list of the most commonly useful sections. You can also create filters that determine which entries are displayed within an individual section. You can create filters for the current user or for all members of a practice. You can create filters that restrict which sections are displayed. However, in creating the filter, you are free to choose from all the

NextGen® Enterprise EHR Help

Features of the Custom View

You can quickly access the data you need by using the following features in the Custom View of CDA Viewer. Features for navigation. Features of the whole document. Features of individual sections. Features of individual rows within each section. Custom View Navigate between Sections in Custom View In the Custom View of CDA Viewer, you can use the section bars in the left pane to navigate to each section. Perform Actions for a Whole C-CDA Document in Custom View In the Custom View of CDA Viewer, you can perform a number of actions for the entire document. Perform Actions for a Section in Custom View In the Custom View in CDA Viewer, you can perform actions for each section, such as adding a task, viewing comments, or performing reconciliation. Perform Actions for a Row in Custom View In the Custom View in CDA Viewer, you can perform actions for individual rows in a section, such as performing reconciliation or viewing clinical notes. Parent topic: Viewing CDA Documents in Custom View

Hide Unwanted Sections with the Quick Filter

Recommendations

Create User Filters

Display All Sections by Clearing the Filter

Select a User Filter

Filtering the Full View

View Tabs

Features of the Custom View

Create User Filters

Display All Sections by Clearing the Filter

Select a User Filter

Filtering the Full View

View Tabs

Features of the Custom View