Click a column header to sort by that column. Click once to sort in ascending order or twice to sort in descending order.

The paper clip icon indicates that a visit has attached files such as dictations, letters, result notes, encounter addenda, scanned images, or ECG images.
Right-click the paper clip icon and select Additional Information to view information about the files attached to the visit."

To keep a report, such as a patient's previous visit summary, in view while you're charting, click the Display in Chart Sidebar icon from the preview pane.

Select an item in Chart Review and click the Preview button to view the corresponding report to the side of or below the list of items.

Change the location of the preview pane by clicking Preview on Right or Preview on Bottom.

To easily find what you need in Chart Review, such as all cardiology visits, or notes you wrote, click Filters. Select a filter option, such as Department Specialty, and then select the specific values that you want to appear, such as Cardiology. You can also limit your search by date range.

Remember: Filter options are limited to the data in a patient's chart, so they vary by patient.

To save your filter, click Save As New Filter and give it a name. It appears as a check box on the filter bar. Note that you can't update a saved filter.

In any field with a magnifying glass in it, enter the first few letters of what you're looking for and press Enter. A list appears for you to choose from.

Find a fellow clinician quickly by entering the first few letters of her last name, followed by a comma and the first few letters of her first name (for example, "smi, jan" for Janet Smith).

Click the arrow next to a section's name in a navigator's table of contents to jump to a condensed, read-only version of that section.

While working in a navigator, press:

• F8 to open the next section.
• SHIFT+F8 to jump to a read-only view of the next section.
• ALT+DOWN ARROW to move through the table of contents. Release ALT to open the selected section.

When searching for orders, enter the first few letters of the med name and the form and press Enter. All matching orders appear.

If the order you're looking for doesn't appear when you first search for it, press F6 or click the Facility List tab to see more options.

To open the Order Composer for a medication, select it and press Enter.

Right-click in the Order Composer or press Alt+A to close it, instead of clicking Accept.

Quickly find frequently placed orders by adding them to your preference list. Place an order and click the star on the right of the order. Enter the details you want to use for this order in the future and click Accept.
Change the display name to something easy to remember. From now on, search for the order using this name.

If you often order the same med with unique doses or frequencies, add different versions of it to your preference list.

To copy a colleague's preference list, use Chart Search to open the Preference List Composer and click Copy User.

To copy text from a report to your PasteBoard, select it and press Ctrl+E, or right-click the text and select Copy to PasteBoard. Your PasteBoard opens and includes the text you just copied. You can paste the information any time you edit a letter or note for this patient.

Run spell check using the button on the SmartTool toolbar. If the spell checker identifies a correct term as incorrect, click Add to Dictionary. Next time it won't show up as an error.

Hover over a positive/negative button like the ones on the ROS form. Left-click to mark it positive. Right-click to mark it negative.

To add a comment about a symptom or finding, hover over a positive/negative button, like the ones on the ROS form, and begin typing.

If you accidentally open NoteWriter, click Cancel instead of Close to avoid creating a new note.

While charting, refer to the This Visit tab on the sidebar for a convenient snapshot of the patient's history.

Press F3 or click the magnifying glass to make your note larger for easier viewing.

Click the paper icon with the blue arrow in the Notes activity or sidebar to copy a previous note written for this patient. You can preview the note before copying it, and you can select specific parts of the note to copy.
You might find this feature useful when a patient comes in often for the same problem, or you recently saw them in the hospital.

If you frequently type the same block of text, select the text and click the green plus icon. Your text shouldn't include SmartLinks that have already been pulled in for a specific patient. In the SmartPhrase Editor, name your phrase, add any SmartLinks you want to include, and click Accept. It is now saved as a SmartPhrase. Type "." and the name to insert it in future notes.

Share SmartPhrases with others. Use Chart Search to open My SmartPhrases. Select a phrase, click Share, and add names to the Users list.

In the SmartText Selection window, select a SmartText and click Add Favorite. It now appears on the Favorites tab in this window.

Use prose SmartLinks like .algp (allergies) and .probp (problem list) to pull in patient data in sentence format instead of rewriting it.

In a SmartLink, right-click the blue highlighted text and select Refresh SmartLink. The text is updated based on the current data in the patient's chart.

When typing a SmartPhrase, press Spacebar to continue the same sentence or paragraph. Press Enter to start a new paragraph.

Press F2 to jump to the next SmartList or wildcard (***) in a note or letter. This is especially useful to find any remaining wildcards and to jump to the next one after filling one out.

Remember: Left-click to pick (highlight your choices in a SmartList) and right-click to stick (add your choices to the note or letter).

In SmartLists, a yellow background means you can select only one item. A blue background means you can select one or more items.

To add a SmartSet to your favorites, right-click the SmartSet name and select Add to Favorites.

To preview the contents of a SmartSet before opening it, hover over it and click the piece of paper with the magnifying glass to the right of the SmartSet's name.

You can use as many or as few sections of a SmartSet as you need.
For example, if you prefer to use a different note template for your progress note, skip the Progress Note section of your SmartSet but still use the other sections to enter a diagnosis, place orders, and select a level of service.

To add a shortcut to a system list in a My List, right-click the system list, click Send To, and choose a My List to add the patients to.

Select your patient from Patient Lists and click a button at the top to quickly jump to another activity. For example, click Flowsheets to open the patient's flowsheets.

Click the arrow at the top of the report pane to minimize it. To reopen the pane, click the arrow at the bottom of Patient Lists.

Configure the columns in your My List and the order in which they appear. Select the My List you want to edit and click Edit List > Properties.

Change the My List that appears when you log in by right-clicking it and selecting Default List. The default list appears with an asterisk (*).

Hover over an icon in Patient Lists for an explanation of the icon. Double-click the icon to go directly to that part of a patient's chart and act on the notification.

Hover your mouse over the results for a component to show the reference ranges for that component.

To change how information displays, select either Newest First or Oldest First.

Graph lab results in the Results Review activity by selecting the results you want to analyze and clicking Graph on the toolbar.