Select a User 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

Hide Unwanted Sections with the Quick Filter

The Quick Filter enables you to change which information sections are currently displayed for a CDA open in Full View. Select Quick Filter Gear. The CDA Section Filter window appears. CDA Section Filter In the Sections list, select or clear the check boxes to specify which sections should be displayed for the CDA. To reorder the sections, select a section and then move it with the Up (up), Down (down), Move to Start (move to start), or Move to End (move to end) buttons. Select Apply. A message appears at the top of the document, stating that the Quick Filter is being used. Quick Filter Message Parent topic: Filtering the Full View

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

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

Viewing CDA Documents in Full View

The Full View enables you to view the complete human-readable text of a CDA document, formatted as it would appear in a web browser. Full View To navigate within the CDA document, you can do any of the following: Use the vertical scroll bar to scroll through the document continuously. Scroll to the Table of Contents links after the header section, then select a link to jump straight to the corresponding section. Table of Contents Links Select the underlined header at the start of any section to jump back to the Table of Contents. Underlined Headers that Link to Table of Contents Select Search Search or select CTRL-F. When the Find bar appears, enter a search term. The number of Found Matches is displayed on the Find bar. Use the Previous and Next buttons to step through the document to each place the search team appears. Previous and Next Buttons Select Comments to enter internal notes . Filtering the Full View You can create filters to specify which Consolidated Clinical Document Arch

Select a User Filter

Recommendations

Create User Filters

Hide Unwanted Sections with the Quick Filter

Display All Sections by Clearing the Filter

Filtering the Full View

View Tabs

Viewing CDA Documents in Full View

Create User Filters

Hide Unwanted Sections with the Quick Filter

Display All Sections by Clearing the Filter

Filtering the Full View

View Tabs

Viewing CDA Documents in Full View