Setting up an Initial Filter

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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:

  1. From Consultation Manager, with a patient selected, right click on Initial Filter and select Show items with no data:

  2. 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.

  3. Release the <Ctrl> key and right click Initial Filter again.

  4. Select Save selection as Initial Filter.

  5. 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.

  6. The Journal List Properties screen displays, tick Initial Tab and select OK:

  7. 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:

Note - To print this topic select Print in the top right corner and follow the on-screen prompts.