Viewing Assessments from Previous Encounters
- Open Assessments/ Fluid Balance from the left hand menu.
- Select any Navigator Band e.g. Adult Quick View.
- Select any section e.g. Vital Signs.
- Click on the small Customise View icon to the top left of the assessment data entry window.
OR
- Click on the Options drop-down menu at the top of the screen and select Customise View.
- In the pop-up window that opens, select the Preferences tab.
- Ensure the Encounter Filter tick box in the “All My Views” column is un-ticked.
- Click OK.
- Right click the time period above the assessment data entry window (by default this is set to 24 Hours).
- Select Other.
- Click the Clinical Range option.
- Change the From and To dates to match the date range that you wish to view.
- Click OK.
Navigating away from the patient record i.e. by closing the record or opening a different patient record will re-set the date range to the default (Last 24 Hours).
To return the Assessments/ Fluid Balance screen to its default state repeat steps 1 to 6 but tick the Encounter Filter tick box in the All My Views column.
Updated: 9 February 2026