Filtering Documents - Patient Window - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Patient Window
Platform
OnBase
Product
Patient Window
Release
Foundation 23.1
License

To filter documents in a record:

  1. Click the Filter button in the main toolbar.
  2. Using the filter pane, select the criteria to use in the filter. You may need to click the Load Remaining Filter Items link to display all available options for the current document set.

    For information about available filters, see Filter Descriptions.

    Note:

    For filters that are not based on dates, available options include only values that exist within the current document set. For example, if the record is only showing documents from the cardiology department, then Cardiology is the only option available for the Department filter.

  3. Click Apply.

    • The document list is filtered to reflect the selected options.

    • If No Documents is displayed in the document list, then you have filtered out either all documents in the current tab or all documents in the record.