How to find a specific document on the patient record by Author, Contributor, Date or Note Type

In the Patient Record, open Document Viewing from the left hand menu

1. Change the List filter above the document list to Only
2. Select a filter type from the filter drop down that appears
   • Author will allow you to see documents created by a specific member of staff
   • Contributor will allow you to see documents modified by a specific member of staff
   • Date will show you documents created Between a specified date range or the Last 15/30/60 or 90 days
   • Note Type will show all documents of a particular type e.g. Anaesthetic Assessments

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Updated: 20 August 2024