NextGen Knowledge Center

Perform Actions for a Section in Custom View

In Custom View of CDA Viewer, you can use the controls in each section heading to perform actions for that section.

Controls to Perform Actions for a Section

  • To expand a section, select , or to collapse a section, select .
  • If the text Showing: All (<number> of <number>) is blue and underlined, select this text to choose among available filters for the section.
    Depending on the type of data, one of the following types of filters appears:
    • Date range
    • Active status
    • Administered or ordered status
  • To send the section as a task to a provider, select the tasking Tasking icon.
  • To add comments to the section, select the comment Comment icon.
  • To perform one-click reconciliation for the section, select the import Import icon.
  • To display clinical notes for the section, select the clinical notes Clinical Notes icon.
  • To display the human-readable contents of the section, select the human-readable human readable icon.
  • To scroll to the top of the document, select the text Back to Top.
  • If the message Viewing records <number> through <number> appears at the bottom of the pane, select to view the next set of records, or select to view the previous set of records.
    Viewing Records 1 through 15

  • To sort a section by the contents of a column, select the column header. To reverse the sort order, select the column header again.
  • To change the column order, select and drag a column header to the left or right.
    You can reorder columns only if you previously enabled the Remember Column Ordering option in the general options.
  • To change the column width, hover over the right edge of the column heading. When the pointer changes to , select and drag to the left or right.