When you have multiple notes and incidents for a resident, it may be helpful to filter them to find something in particular you're looking for. To do so:
Step 1:
In the resident's chart, navigate to the "Notes" tab and click "Filter."
Step 2:
Select as many options as you'd like, including type, incident status, or which staff member created it.
For a time filter, click the calendar icon. You can select a specific date range using the calendar or choose from our pre-selected list.
Step 3:
After clicking "Filter" or "Apply" in the respective filter, any notes or incidents with any of the selected filters will be displayed.
*To remove the filter and see all notes and incidents again, you can refresh your page or use the "Clear" option in the filter menu.
View of Notes and Incidents
You can now filter the view of the Notes tab by clicking this button. It will automatically display the filters you currently have selected. Your options include "Date of Event," "Date Created," and "Date Modified."
