Quick Guide

Please note, you can only create and use custom problem filters from Diagnosis & Problems.

  1. With a patient record open, click Diagnosis & Problems in the main menu (blue).
  2. Within the problems section, click and then click New.
  3. Enter an appropriate name for the filter.
  4. Set up the problem status/es that and classifications that should display when this filter is used.
  5. Click Save.
  6. The newly created filter will automatically become active, and can be changed back by using the Display dropdown menu.


Updated: 24 March 2026