Setting up an Initial Filter
Setting up an Initial Filter in Consultation Manager (1.14)
You can set up a personal view that displays every time you select a patient, this can be populated with any data that displays in the navigation pane. This facility is often used to create a bespoke patient summary.
To set up your Initial Filter:
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From Consultation Manager, with a patient selected, right click on Initial Filter and select Show items with no data:
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Holding your <Ctrl> key select all the options you want to include, for example, Medical History - Priority 1 and 0’s. The Filtered tab updates as you select items.
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Release the <Ctrl> key and right click Initial Filter again.
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Select Save selection as Initial Filter.
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If you want this screen to display as your initial screen when a patient is selected, right click on the Filtered tab and select Options.
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The Journal List Properties screen displays, tick Initial Tab and select OK:
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A message displays asking you to close and reopen the Consultation Framework, select Yes to continue.
To display this view at any point during a consultation, select Initial Filter from the navigation pane:
To rename this view, right click on the Initial Filter again and select Rename Initial Filter. Update the name as required, for example Summary: