How do you create and apply document filters in EMIS Web?

Creating and Applying Document Filters

To create a filter so you only see the information you need, go to Care Record > Documents in the main EMIS Web menu. From the ribbon at the top of the Documents screen, select Filters and then choose Manage. In the Filterable Modules pane, ensure Documents is selected and click Add.

• Add Filter: Select from options such as Clinical Code, Date, Date (relative), Organisation or Source. For instance, to display documents coded with a specific term, choose is and pick the relevant clinical code, or use is not to exclude it.
• Combine Filters: If you add multiple filters, select whether Any of them must be true (OR) or All of them must be true (AND).
• Save: Once satisfied, click OK and give your filter a title. Your saved filter now appears in the Filters menu, ready to apply to any patient’s record.

When active, a prominent red bar highlights that a filter is applied. Click the red cross on this bar to remove the filter.

Document filters can save practice staff countless minutes by displaying only the documents you need, reducing extensive scrolling and improving confidentiality.

Using Search View

If you would prefer to search for a file or title quickly, click Search View on the Documents ribbon. Start typing keywords in the search box, and EMIS Web will instantly filter matching results.