You can view documents according to filters that you set.
To select filters
1. From the View menu in the Document Center, click Filters to select the filters that you want to use.
The View By [Source] Filters dialog box appears.
Note: The dialog box's name varies depending on your document source.
2. Select the document types from the list that you want to view in the Document Tree, or select All Document Types.
3. Under Include Documents Attached To, select the options to include the documents attached to the patient’s provider, employer, insurance, and/or referral sources in the Document Tree.
Note: This option is only available when viewing document types by patient. This can cause duplicate documents to appear in the Document Tree, but allows you to see all the sources to which the document is attached.
4. Enter a date range of the documents you want to view or select All Dates.
5. To save the settings you have selected for the next time the Document Center is opened, select Save as Default .
6. To apply your selected filters to the current source, click OK.