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Categories Notes
Created by Sally Alford
Created on Aug 28, 2024

Let all see my custom filters

How can I make my cutom vital sign filters available to all staff. The canned vital sign filters are too wide for the note and causes it to print very small. I have created cutom filters with basic vital signs that do fit the page correctly. I have added them to my templates, but my staff cannot see them to click on them and add to notes that do no thave them

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  • Jay Crocker
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    Aug 30, 2024

    Sally

    I would recommend first checking on the ROLE/UBLs Rule Based Security - Controls for the end users. We would want access to the CTRL - Access to custom and canned filters. This security will allow the user the option to access the Filter Toolbox from the patient chart or from Template Library. This is a filter icon next to the Data Set Label (e.g. Vital Signs). Once in the Filter Toolbox, the user can insert the custom filter into the template or Note. The user can also Favorite the custom filter within the Filter ToolBox. When the user navigates from "Default View" --> "My Favorite View" in the left hand column in a Create Note/Template panel, the custom favorited filter will be available for quick access. If you need further assistance, please open a situation under the TruBridge Client Center or at 800-711-2774 and a support representative would be happy to further assist.

    NOTE: There will be changes within Notes 2.12 (tentative deployment mid-Sept) that will prevent the PDF font from shrinking when filters exceed the PDF margins.