Filtering Clinical Notes


When viewing Clinical Notes, filters can be applied so only selected data shows. 


Filter Options

  • All Dates (normal view)

  • Date Range (last month etc.)

  • Manual Dates

  • Providers

  • All Items

  • Not – Treatment Items

  • Not - Reporting

  • Table/Grid

  • Custom (selected items)

  • Tooth Number

  • Surface

  • Text (found in notes)


Filter Clinical Notes

  1. Go to Patient Records > Treatment tab

  2. Treatment menu > Preview all Clinical Notes

  3. Click Retrieve

    1. Within the Report's Parameters window, filter based on the above mentioned filter options. The below example will show notes written this year, for


Click here to mark an item as Non-Treatment.

Click here to mark an item as Non-Reporting.


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