EMR Center

Update to Document Filters in Workflow Summary Pages

Document filters have been adjusted for Hospital and Ambulatory Workflow Summary pages. There will be a standard set of filters containing the same documents across Workflow Summary pages.

Note:

  • Cardiology Workflow Summary pages will include Cardiac Transplant and Heart Clinic eCW Historical filters.
  • The following Workflow Summary pages will not be updated at this time: Audiology, Rehab, Social Work, Child Life, Op Note, Anesthesia, and Nursing. These Workflow Summary pages will be updated in a future Sprint Release.

Please contact your Informatics partner if a commonly viewed document is not present in a filter view.

Hospital Document Filters:

  • Facility Defined: default filter containing almost all documents
    • Hospital provider documents: H&Ps, Progress Notes, Consults, Narrative Summaries
    • Hospital nursing documents
    • ED, Surgery, Anesthesia, Clinic, Well Child visit, Phone Messages, Letters, Action plans, Treatment plans, and Multidisciplinary documents
      • Note: Does not include Rehab documents due to volume of daily notes. See Rehab filter.
  • Provider Only: Provider documents: H&Ps, Progress Notes, Consults, Narrative Summaries, ED, Surgery, Anesthesia, Clinic, Well Child visit
  • Rehab: All Rehab documents
  • Alerts/DNR/Care Summary: Alert, DNR, Care Summary documents
  • Lab/External Records: Lab documents including scanned labs and external records
  • Phone Messages/Letters: Phone Messages, Letters
  • ED/Surgery: ED visit, Surgeon, Intraop nursing, Anesthesia documents
  • Clinic/Well Child: Clinic, Well Child visit documents
  • All Documents: All clinical documents
  • If using a Cardiology Workflow Summary Page:
    • Cardiac Transplant: Cardiac Transplant documents
    • Heart Clinic eCW Historical: Heart Clinic eCW Historical documents

Ambulatory Document Filters: 

  • Facility Defined: default filter containing almost all documents
    • Hospital provider documents: H&Ps, Consults, Narrative Summaries
      • Note: Does not include Progress Notes due to volume. Progress Notes can be found in the Inpatient filter.
    • Ambulatory nursing documents
    • ED, Surgery, Anesthesia, Clinic, Well Child visit, Phone Messages, Letters, Action plans, Treatment plans, Multidisciplinary documents
      • Note: Does not include Rehab documents due to volume of daily notes. See Rehab filter.
  • Provider Only: Provider documents: H&Ps, Consults, Narrative Summaries, ED, Surgery, Anesthesia, Clinic, Well Child visit
  • Rehab: All Rehab documents
  • Alerts/DNR/Care Summary: Alert, DNR, Care Summary documents
  • Lab/External Records: Lab documents including scanned labs and external records
  • Phone Messages/Letters: Phone Message, Letters
  • ED/Surgery: ED visit, Surgeon, Intraop nursing, Anesthesia documents
  • Inpatient: Hospital provider documents: H&P’s, Progress Notes, Consults, Narrative Summaries, and Pharmacy documents
  • Well Child: Well Child visit documents
  • All Documents: All clinical documents
  • If using a Cardiology Workflow Summary page:
    • Cardiac Transplant: Cardiac Transplant documents
    • Heart Clinic eCW Historical: Heart Clinic eCW Historical documents
  •  

Effective April 4, 2023