+8

Notes and Tasks Date Range defaults to 1 day

Todd Crutcher 3 months ago • 0

When looking at Notes and Tasks every time you go to the Notes or Visit Tasks the date range defaults to yesterday to today. This is just unreasonable a user should not have to manually adjust these dates every time they go to the tab. The whole reason any user would go to this tab is to see the note history, so the first thing they are going to do is set the dates for as wide a range as they can. So why don’t you just do that for them.

The typical answer I see is “Well you can use the Tasks/Communication report”. This report also requires you to search for a date range and is also not practical. When there is something going on and you are trying to look at the charting history, searching by a date range is not practical and going to run a report is less practical.

In a clinical setting the purpose of the notes is to be able to look at the history. People do not go to these tabs looking for a specific note from yesterday. They go to this tab because they need to review the note history. So what they want is to see all the notes. What this page really should be displaying is all the notes in that client/caregivers profile, date range is not even needed.

If it is a page loading issue, then display the last 10 notes and have next/previous page buttons.

As designed it is cumbersome and not very usable.