Finding Notes by a Clinician (Report)
Index
- Sections
- Set the Range of dates to May 1 through May 31, 2019.
- Ensure that Jane Moody is listed as the provider and ensure that no other filters are applied.
- Click the Productivity Report (columns) button to run the report.
This knowledge base article will demonstrate how to pull up notes by a clinician within a certain timeframe.
I want to pull up all the notes that Jane Moody did in the month of May 2019.
1. Go to the Billing/Productivity Report from the Reports menu.
2. In the Billing/Productivity Report Search Form:
A. Set the Range of dates to May 1 through May 31, 2019.
B. Ensure that Jane Moody is listed as the provider and ensure that no other filters are applied.
C. Click the Productivity Report (columns) button to run the report.
3. The report is run showing me the note she completed.
Let's look closer at this report so you can see exactly what you can do from these results.
On the top of the window, I can:
- return to the Chart Room
- go back to the Billing/Productivity Report Search Form
- go to the Calendar, Print This Report
- Export This Report
- Print These Notes (will print all notes on report)
- go to Settings + Directories, Find [a word or phrase] Within These Notes
- Print This Report with 1st Page of Note(s)
I get basic information from the first few columns including a check if the note is finished and signed by the owner of the note and/or supervisor.
I can scroll through the note from the Finished Note column.
The buttons on the far right allow me to:
- Print [the] Note
- electronically Sign Note
- Edit Demographics and return
- Edit Work Areas and return
- Preview [the] Finished Note and return
- go to the Chart Face
- go to Patient Account and return
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