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Filtering Resident Notes and Incidents

You can filter a resident's note and incidents to find just what you're looking for.

Naomi Gelfand avatar
Written by Naomi Gelfand
Updated over 6 months ago

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.

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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.

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