Contents
Overview
Look for specific information in the patient’s chart using the search box or built-in filters. The search box and filters will always appear at the top of the Chronological Record for convenience. You can also enter special search terms to pull up corresponding data tables or combine the search tool with Document Tags to build stronger searches. Documents in Requiring Action or Outstanding Items are excluded.
Workflow Instructions
Using search filters

The following built-in filters let you quickly search for specific types of documents:
- Note Type - Surface all visit notes with a specific visit note category.
- Document Type - Surface all documents that match one of the following document types:
- Letters & Referrals
- Medications
- Messages
- Non-Visit Notes
- Order
- Pt Summaries (CCD/CCDA)
- Reports
- Visit Notes
- My Last Visit Note - Jump to the last signed visit note.
Searching for documents using keywords
To look for all documents related to a specific topic, type a related search word or phrase into the search box (e.g. diabetes or accident). Any matching documents will be surfaced with the matching text highlighted in yellow. To clear the search, click the X next to the search term.
Using special search terms
Vitals
To see a patient’s vitals trend table, search for the word vitals in the chronological record search box.

Lab Results
To see tables related to electronic lab results, manually entered lab values or lab results recorded using the Point-of-Care Labs feature, type in related search terms. Reference the table below for search terms you can use and the results they will yield:

- Lab values in blue = within normal reference range
- Lab values in red = outside of normal reference range

Next Step
Explore the Chronological Record Search today to narrow your search for specific records!
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