When viewing Clinical Notes, filters can be applied so only selected data shows.
Filter Options
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All Dates (normal view)
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Date Range (last month etc.)
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Manual Dates
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Providers
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All Items
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Not – Treatment Items
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Not - Reporting
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Table/Grid
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Custom (selected items)
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Tooth Number
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Surface
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Text (found in notes)
Filter Clinical Notes
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Go to Patient Records > Treatment tab
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Treatment menu > Preview all Clinical Notes
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Click Retrieve
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Within the Report's Parameters window, filter based on the above mentioned filter options. The below example will show notes written this year, for
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Click here to mark an item as Non-Treatment.
Click here to mark an item as Non-Reporting.
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