Using Filters in DocHub

Filters can be applied to any list that displays in a folder, this can help you control the number of documents you are presented with.

See also Searching for and Sorting Documents.

To filter the documents that display on your screen:

  1. From DocHub, select the folder you want to filter, for example, Not filed.

  2. Select Filters and the Set filters screen displays:

  3. Select the filter(s) to apply, for example, you may want to only see documents that have arrived in the last week that have not been matched to a patient in which case you would select Upload date - Past week and Patient matching - Not matched. Use Custom to set a specific date if required.

  4. Select Apply.

Remember - With filters applied, you may miss important documents, so make sure to clear them on a regular basis to check.

To clear a filter, select Filters (n) - Reset filters:

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