Viewing progress notes as of a certain date

You can view a patient's progress notes as of a certain date. Only treatment and conditions with a date on or before the date that you specify will appear.

Note: This view setting also affects the graphical chart (if displayed).

To view the progress notes as of a certain date

With a patient selected in Chart, expand the View menu.

Click Set Chart As Of Date.

The View Chart as of Date dialog box appears.

Do one of the following:

To view treatment and conditions with a date on or before a certain date, select the As of option. With this option selected, to specify a cutoff date, click the search button to open the Select Date dialog box, select a date, and then click OK.

To view treatment and conditions with any date, select the As of Today (Default View) option.

Click OK.

Notes:

If Chart is being filtered by date, "as of [date]" appears on the Chart window's title bar to indicate that this view setting is currently being used.

You can also remove the date filter by selecting a different patient or clearing the current patient.