Open the Organizer

Use the following steps to open the organizer for a patient.

 

 

  1. Open a patient chart.
     

  2. Click the Organizer button from the toolbar, or click the Note tab on the right side of the patient chart, and then click Organizer.



    The Organizer will open. The top of the organizer will detail the patient name and case type. The default folder when opening the organizer is the All folder. Items may be filed into other folders from this screen. Throughout the Organizer you can sort the various items by Column Headings by clicking the specific heading you want to sort by. You may also Open, Print, Print the List,  Delete, and Preview chart notes from this area, as well as Mark Chart Note as Advanced Directive, Mark Chart Note as Formal Health Record, and/or Mark Chart Notes as Patient-Generated Health Data.