The Clinical/Demographic Search Report gives ICANotes users the ability to create and export a robust variety of demographic information about their patients. This article will guide you through the steps of accessing and running a Clinical/Demographic report and will conclude with the export options available for use, as well as tips and tricks for frequently asked questions.

Start by clicking into the Reports dropdown menu from the top-left corner of the program, then select Clinical/Demographic Search.

When you first launch into the report, the Patient Status filter will be pre-set to Active. Clicking the Search button at this point would return a listing of all charts whose status is set to Active.

Use the features at the top of the report to fine-tune your results. For example, to search for patients within a particular age range, you would use the ‘Age’ box in the Age/DOB field. Or to search for charts assigned to a specific clinician, you can select the name from the Assigned Clinician dropdown.

Before clicking the Search button to run your report, it’s a good idea to show results for each search criteria in sortable columns. Locate this option in the radio buttons just above the results display, highlighted below in yellow:

Closer detail:

When this box is checked, each field being filtered (such as assigned clinician, veteran status, diagnoses, etc) will display results in its own sortable column.

For example:

Say you need to produce a report for all patients under the age of 18 whose insurance payer is Blue Cross

With the Patient Status left at the default option of ‘Active’, I set the Age search to <18 (less than 18) and typed ‘Blue Cross’ into the Insurance field. With the radio button to show results of search criteria in sortable columns set to Yes, I can then click to Search and find all patients within those parameters.

The Age and Insurer fields display in their own sortable columns with the search results.

You can search on any of the following fields within the Clinical/Demographic report:

Patient Status

Patient Name

Gender

Age: specific or range

DOB: specific or range

SSN

Patient ID

Veteran

Disability:

City

State/Zip

County/Parish

Religion

Ethnicity

Income/Family Size

Native American

Insurance Payer & primacy: Type an insurer name and set primacy to 1 (primary), 2 (secondary), or 3 (tertiary)

Primary Clinician

Assigned Clinician

Outpatient Therapist

Current Meds

Diagnoses

Tribal Affiliation

Admission Date: search by date range

Discharge Date: search by date range

Site of Last Exam: the site location of the last note

Date of Last Exam: search by date or date range

Referring Provider

Referred for Services by

Reviewed Demographics

Adverse Drug Reaction

<span style="font-family: arial, helvetica, sans-serif; font-size: 12