In Clinical Notes, you can print all clinical notes within a certain date range for the current patient and/or all members of that patient's family.
Note: You can also print the Clinical Notes Report in DXOne Reporting.
|
Why: |
To print an individual patient's or a family's clinical notes on specified days |
When: |
As needed |
To print clinical notes
In
Clinical Notes, click the Print button 
on
the toolbar.
The Print Clinical Notes dialog box appears.
3. Set up the following options:
Date Range - To filter the report by date, do one of the following:
To include clinical notes that have dates within a range that you specify, select the Specific Range option. With this option selected, do one of the following:
Enter a date range (in a m/d/yyyy format) in the From and To boxes.
To select a date, do the following for From and To:
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.
To include clinical notes that have dates within a range that is relative to the report date, select the Relative Date Range option. With this option selected, select one of the following relative date ranges from the list:
Current Day Current MTD Current Fiscal YTD Current Calendar YTD |
Previous Day Previous Week Previous Month Previous 3 Months Previous 6 Months Previous Fiscal Year Previous Calendar Year |
Next Day Next Week Next Month Next 3 Months Next 6 Months Next Fiscal Year Next Calendar Year |
Note: Using a relative date range is recommended if you want to save the current report settings as the default settings so you do not have to manually enter a date range each time you run the report.
Time Zone - Select one of the following options:
Clinic Time - To use the clinic time zone to determine if a clinical note is within the date range for the report.
UTC - To use Coordinated Universal Time to determine if a clinical note is within the date range for the report.
Clinic - To filter the report by the clinics that are associated with clinical notes, do one of the following:
To include all clinics that you are allowed to generate the report for, select the All checkbox.
To include specific clinics, do the following:
Click the search button 
.
The Select Clinics dialog box appears.
Note: Only the clinics that you are allowed to generate the report for are available.
If the list is long, to search for a clinic by ID and/or title, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a clinic's ID and/or title in the ID and Practice Title boxes, respectively.
Click Show Results to view a list of matching clinics.
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.
Provider/Staff - To filter the report by the providers that are associated with clinical notes, do one of the following:
To include all providers, select the All checkbox.
To include specific providers, do the following:
Click the search button .
The Select Providers/Staff dialog box appears.
If the list is long, to search for a provider by ID, first name, last name, and/or title, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a provider's ID, first name, last name, and/or title in the ID, First Name, Last Name, and Title boxes, respectively.
Click Show Results to view a list of matching providers and staff members.
Note: To return to viewing the list of all the providers and staff members, 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.
Patient - Select one of the following options:
Current Patient - To include clinical notes for the current patient.
All Members of Current Patient's Family - To include clinical notes for the current patient and anyone else in the patient's family.
Report Type - Select one of the following options:
All Notes - To include all clinical notes.
Notes Already Approved - To include clinical notes that have already been approved or signed.
Notes Needing Approval - To include clinical notes that have not been approved or signed.
Click Save as Default to save the current settings for the next time you run the report.
Click Clear Defaults to revert the dialog box options to the original defaults.
Click OK to preview the report.
Important information this report provides
Patient Details - The patient's name, chart number, Social Security Number, home and work phone numbers, and last visit date.
Note Details - The creation date and text of the clinical note.
