NextGen Knowledge Center

Select the Orders Filter Order Types, Order Status, and Date Context

After you have set up the name, commands, and columns for a new filter, you must select the filter order type(s) on the Data tab to complete the basic filter setup. You can also select the order status and dates to filter by.

  1. On the Set Orders Summary Filters window, select the Data tab.

  2. In the Select order types section, select the check box for each order type to filter by:
    • LabOrder
    • RadiologyOrder
    • ImmunizationOrder
      • To clear all order types, select Uncheck All.
      • To include all order types, select Check All.
  3. To continue entering filter data without applying or saving the filter yet, proceed to step 5.
  4. To apply or save and apply the filter after you select the order type(s), select Apply or Save All & Apply.
    The filter is displayed on the Filters bar for the Orders Summary grid or the Orders Management grid.

    You can select the filter and the Manage Filters option again to enter data later.

  5. In the Select order status section, select the order statuses to display. For example, to view signed-off orders, select the SignedOff check box, or to view unfinished orders, select the New check box.
    All available order statuses are selected by default.
    • To exclude a status, clear its check box.
  6. Select the date or date range to filter by.
    1. From Context, select one of the following:
      • Custom
      • Due Orders
      • Expired Orders
      • Stopped Orders
      • Overdue Orders
    2. Select the date or date range in the fields that appear.
  7. To set up provider, location, and performing entity filters, follow the steps in Select the Orders Filter Provider, Location, and Performing Entity
  8. To apply or save your filter selections, select Apply or Save All & Apply.