Saving a Filter - Patient Window - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Patient Window
Platform
OnBase
Product
Patient Window
Release
Foundation 23.1
License

You can save filters for future use. Saved filters allow you to quickly access documents that satisfy specific criteria. If you have administrative rights, you can make saved filters public to all users.

Note:

You cannot save a filter if a specific chart number or MRN is currently selected in the filter pane. These values must be removed from the filter before the filter can be saved.

To save a filter:

  1. Filter the record using the criteria you want to save.
  2. Click the Filter button.
  3. Click the Save button.
  4. Enter a name for the filter in the Save Filter dialog box.
    Tip:

    Choose a descriptive name that reflects what the filter will display. For example, if the filter shows only outpatient chart documents from the Main Campus facility, you might name it Main Campus - Outpatient.

  5. Clear the Make this filter my default filter check box, if necessary.

    • If this check box is available, it is selected by default. Clear it if you do not want this filter to be applied by default for each record you view.

    • To change your default filter, see Managing Your Saved Filters.

  6. If you have administrative rights, the Public check box is available. Check this box if this filter should be publicly available to all users.
  7. Click Save.
    To apply a saved filter, see Applying a Saved Filter.