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Status Completed
Categories Docs
Created by Guest
Created on Sep 27, 2018

RELATED IDEAS

Sort/filter documentation

Allow me to sort or apply filters to my documentation in the Docs tab (e.g. daily notes, progress notes, etc.) so that I can sort or filter the documents by appointment date, patient name, charges submitted, etc.
  • ADMIN RESPONSE
    Aug 24, 2024
    You can now search and sort your documentation in the docs tab. For more information about this change and to see what else is new, check out the release notes from 8/6/19: https://fusionwebclinic.helpscoutdocs.com/article/1115-release-notes-august-6-2019
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  • Guest
    Reply
    |     Jun 26, 2019
    i gave a suggestion yesterday o n the drafts. also it would be so much easier to have the order of the drafts reverse new to old rather than old to new thank you so much
  • Guest
    Reply
    |     Apr 2, 2019
    Can we get a search bar for notes? I would like to be able to pull up all incomplete notes for patient xyz
  • Guest
    Reply
    |     Jan 18, 2019
    Suggestion: Add an open filter (similar to the filter in billing section where you can type a patient name in) to the daily notes section/screen to be able to filter "in progress" daily notes by patient name. Thanks!
  • Guest
    Reply
    |     Dec 13, 2018
    Would it be possible to make it an option to change the order in which documentation needing to be done is listed? Currently oldest is first going down to most recent. Being able to select between this or more current at top and oldest at bottom would be nice.
  • Guest
    Reply
    |     Dec 4, 2018
    can you add a filter option to daily notes? filtering by date and by patient?
  • Guest
    Reply
    |     Dec 1, 2018
    It would be nice if we could have the option to sort the documents to be completed by patients rather than just by the date.
  • Guest
    Reply
    |     Oct 30, 2018
    It would be nice to be able to interchange the order of notes to be done - being able to move from chronological order to the reverse. Or to have the list of notes not reload to the beginning when working on notes that are further down on the list. Each time I sign off on a recent note it automatically takes me back to the top of the to-do list and I have to scroll all the way back down if I am working on more current notes. Part of this is my own issue - not getting so far behind. Also - when working on Eval reports it would be nice to be able to click and drag in the corner to expand the text boxes to increase what is visible while typing vs only being able to scroll up/down in the smaller window. This was an option in previous version.
  • Guest
    Reply
    |     Oct 24, 2018
    would it possible to add a filter for daily notes? to filter them by patient and/or most recent?
  • Guest
    Reply
    |     Oct 15, 2018
    Can you make a way for us to sort our draft documents by category (i.e. patient name, appointment date, etc.)?
  • Alicia H
    Reply
    |     Oct 15, 2018
    Provide search bar or be able to filter within the daily notes section for patients or dates of service.