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Dream Factory by TruBridge Ideas Portal
Status More Information Needed
Categories Notes
Created by Theresa Golden
Created on Apr 6, 2023

Notes List Filter

As other ancillary/disciplinary department utilize notes, would like an option to filter based off disciplinary or role that would allow for providers to weed through all the notes without having to search.

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  • Sara Kress
    Reply
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    Oct 10, 2023

    Even if you sort, it may group all of the ST, OT, Dietician notes together, but the provider notes may still be alphabetically above and beneath the groupings. If we could mark the note types Provider vs Ancillary, it would be helpful to us. I know others use them for Nursing and other areas as well, so I don't know a comprehensive 'Note type' list.

  • Mary Ruckart
    Reply
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    Oct 10, 2023

    Hi Theresa, in the Note List the individual user has the ability to Group By items within columns. A user can group by note type which organizes the list by Note Type and the can quickly expand the particular note type they need to quickly find their information. Have you guys tried this sorting within Note List?

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