Before you begin
Practice filters must be previously enabled for the practice.
Your user account must have previously been granted permission to update practice filters.
You can create a filter that is available to all users in the currently selected practice.
- On the Export tab, in Clinical Information, set Export Type to Manual Data Selection.
- In the Clinical Information pane, select the gear
icon.
The DSM Filter Configuration window opens.
- Select Create New Filter and Create Practice Filter, enter a name for the filter, and then select Next.
The window presents a list of clinical information categories.
- To modify the selection criteria for a category, click the blue, underlined link.
A shortcut menu displays possible values for the selection criteria.
- 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.
- 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.
