In the Clinical Note Review Dashboard, you can print clinical note reviews.
To print clinical note reviews
In the Clinical Note Review Dashboard window, select the Review Summary tab if it is not already selected.
For each review in the data grid, the following information appears:
Review Date - That date when the review was started.
Evaluation ID# - The review's unique ID number.
Evaluatee - The person being evaluated.
Evaluator - The person who started the review.
2nd Evaluator - If applicable, the second-level evaluator assigned to the review.
Document Type - Currently, the only type is Clinical Note.
Review Clinic - The clinic where the review was started.
# Of Documents Included - The number of clinical notes that are included in the review.
Change any of the following filters as needed:
Document Type - Currently, Clinical Note is the only type.
Date Range - Clinical note reviews that were started within a specified date range will be included. The dates for the past three months are entered by default. To specify a different date range, do one of the following:
To include a specific creation date, enter or select the same date as both the starting and ending date of the range.
To include a range of creation dates, enter or select the starting and ending dates of the range.
To change the starting or ending date, do any of the following:
To enter a date, do any of the following:
To change the month, click the month portion of the date and then enter a month as a 1-digit or 2-digit number.
To change the day, click the day portion of the date and then enter a day as a 1-digit or 2-digit number.
To change the year, click the year portion of the date and then enter a year as a 2-digit or 4-digit number.
To select a date, do the following:
Click the corresponding calendar icon to view a month calendar.
Navigate to the correct month using the left and right arrows.
Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year using the left and right arrows, and then click the correct month.
Click the correct day.
Note: The date range cannot exceed 180 days.
Review Clinic - Clinical note reviews that were started in any or specific clinics will be included. To specify clinics, do one of the following:
To include all clinics, leave the All check box selected.
To include specific clinics, do the following:
Click the search button 
.
The Clinic Selection dialog box appears.
Note: If your user account has been granted the "View All Patients" security right for the Central clinic, all clinics appear in the upper list; otherwise, the clinics for which your user account has been granted the "My Clinics, View" security right (in the "Practice/Clinic Setup" category) appear in the upper list; however, if your user account has not been granted that right to any clinic, only the clinic that you are currently logged in to appears in the upper list.
To search for a clinic by ID and/or practice name, do the following:
Click Search.
Enter the first character or more of a clinic ID and/or practice title in the ClinicID and/or Practice Title boxes, respectively.
Click Show Results to view a list of matching clinics in the upper list.
Note: To return to viewing the list of all the clinics, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more clinics.
Note: To select multiple clinics, click a clinic, and then, while pressing the Ctrl key, click the other desired clinics. To select a range of adjacent clinics, click the first clinic of the desired range of clinics, and then, while pressing the Shift key, click the last clinic of the desired range of clinics.
Click Add.
Repeat steps b-d as needed to add other clinics.
Note: To remove a clinic that you added, select that clinic in the lower list, and then click Remove.
Click OK.
ADA Code - Clinical note reviews with clinical notes that are associated with any or specific procedures will be included. To specify procedure codes, do one of the following:
To include all procedure codes, leave the All checkbox selected.
To include specific procedure codes, do the following:
Click the search button .
The Select ADA Codes dialog box appears.
Do one of the following:
To get a list of all procedure codes, do not enter any search criteria.
To search for procedure codes by category, abbreviated description, ADA code, and/or description, enter the first character or more of a procedure code category, abbreviated description, ADA code, and/or ADA description in the Category, User Code, ADA Code, and/or Description boxes, respectively.
Click Show Results to view a list of matching procedure codes.
Note: To clear the search criteria that you entered so you can search again, click Search, and then click Clear Search. Then, repeat steps b-c.
In the upper list, select one or more procedure codes.
Note: To select multiple procedure codes, click a procedure code, and then, while pressing the Ctrl key, click the other desired procedure codes. To select a range of adjacent procedure codes, click the first procedure code of the desired range of procedure codes, and then, while pressing the Shift key, click the last procedure code of the desired range of procedure codes.
Click Add.
Repeat steps b-e as needed to add other procedure codes.
Note: To remove a procedure code that you added, select that procedure code in the lower list, and then click Remove.
Click OK.
Evaluation ID# - Clinical note reviews with any or specific evaluation IDs will be included. To specify evaluation IDs, do one of the following:
To include all evaluations, leave the All checkbox selected.
To include specific evaluations, do the following:
Click the search button .
The Select Evaluations dialog box appears.
If the list is long, to search for evaluations by ID, provider ID, provider first name, provider last name, and/or review clinic, do the following:
Click Search.
Enter the first character or more of an evaluation ID, provider ID, provider first name, provider last name, and/or review clinic in the Evaluation ID#, Provider ID, Provider First Name, Provider Last Name, and/or Clinic boxes, respectively.
Click Show Results to view a list of matching evaluations in the upper list.
Note: To return to viewing the list of all the evaluations, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more evaluations.
Note: To select multiple evaluations, click an evaluation, and then, while pressing the Ctrl key, click the other desired evaluations. To select a range of adjacent evaluations, click the first evaluation of the desired range of evaluations, and then, while pressing the Shift key, click the last evaluation of the desired range of evaluations.
Click Add.
Repeat steps b-d as needed to add other evaluations.
Note: To remove an evaluation that you added, select that evaluation in the lower list, and then click Remove.
Click OK.
Evaluator - Clinical note reviews that were started by any or specific providers will be included. To specify providers, do one of the following:
To include all providers, leave the All check box selected.
To include specific providers, do the following:
Click the search button .
The Provider/Staff Selection dialog box appears.
If the list is long, to search for providers by ID, first name, last name, and/or title, do the following:
Click Search.
Enter the first character or more of a provider ID, last name, first name, and/or title in the ProviderID, FirstName, LastName, and/or Title boxes, respectively.
Click Show Results to view a list of matching providers and staff in the upper list.
Note: To return to viewing the list of all the providers and staff, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more providers.
Note: To select multiple providers, click a provider, and then, while pressing the Ctrl key, click the other desired providers. To select a range of adjacent providers, click the first provider of the desired range of providers, and then, while pressing the Shift key, click the last provider of the desired range of providers.
Click Add.
Repeat steps b-d as needed to add other providers.
Note: To remove a provider that you added, select that provider in the lower list, and then click Remove.
Click OK.
Evaluatee - Clinical note reviews with clinical notes for any or specific providers that you want to evaluate will be included.
Notes:
You cannot select yourself.
The evaluatee of an unsigned clinical note is the provider who is assigned to that clinical note.
The evaluatee of a signed clinical note is the provider who signed that clinical note.
To specify providers, do one of the following:
To include all providers, leave the All check box selected.
To include specific providers, do the following:
Click the search button .
The Provider/Staff Selection dialog box appears.
If the list is long, to search for providers by ID, first name, last name, and/or title, do the following:
Click Search.
Enter the first character or more of a provider ID, last name, first name, and/or title in the ProviderID, FirstName, LastName, and/or Title boxes, respectively.
Click Show Results to view a list of matching providers and staff in the upper list.
Note: To return to viewing the list of all the providers and staff, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more providers.
Note: To select multiple providers, click a provider, and then, while pressing the Ctrl key, click the other desired providers. To select a range of adjacent providers, click the first provider of the desired range of providers, and then, while pressing the Shift key, click the last provider of the desired range of providers.
Click Add.
Repeat steps b-d as needed to add other providers.
Note: To remove a provider that you added, select that provider in the lower list, and then click Remove.
Click OK.
Note: To return the filters to their default states and clear the data grid, click Clear Selections.
If
you have changed any filters, or to make sure that you are viewing the
most recent data, click the Refresh
button 
.
The data grid is updated according to the specified criteria.
For each review that you want to include on a report, select the checkbox in the Documents To Print column.
To preview the selected reviews, click Print. Then, you can print or save the report.