The Notes Signature Deficiency List report may be run to display any draft notes, signed notes or notes with a signed/unsigned Cosignature.
Accessing the Notes Draft Report
To access the report from the home screen:
| 3. | Select Notes Signature Deficiency List and select Insert. |
Setting up Report Parameters
Select the report and select Run from the action bar or double-click the report.
The Notes Draft screen will display where the following parameters may be selected:
| • | Facility: Allows the selection of the facility for where the information of the report will be pulled. |
| • | Note Type: Allows the report to include a specific note type. Selecting the magnifying glass displays a list of the available note types. |
| • | Signing User: Allows the report to only include the user (employee or mid-level) that has signed the note. Selecting the magnifying glass will display an employee search that may be searched by Name (default), Employee ID, Log Name or Physician ID. |
| • | Sign Status: Allows the user to filter the report by the following Sign Status: |
| • | All: When selected, this will display all notes regardless of the Sign Status. |
| • | Unsigned Drafts: When selected, this will display only notes that have not been signed by the owner of the note. |
| • | Signed Drafts: When selected, this will display notes that have been signed by the owner of the note. |
| • | Awaiting Cosignature: When selected, this will display notes that have been signed by the owner but have not been signed by the assigned cosigner(s). |
| • | Cosigned: When selected, this will display the notes that have been signed by the owner of the note and the assigned cosigner(s). |
NOTE: The Sign Status will filter the note independently of one another. Selecting any combination will pull all notes that meet at least one of the filters selected.
| • | Signed Date Range: Allows the user to search for all notes that have been signed within a specific date range. Selecting a date range from the drop-down, or manually entering a date range, will disable the search for the Sign Status filters All and Unsigned Drafts. The following options are available within the drop down table: |
| • | Manual Selection (default): When this option is selected a date range must be manually selected within the two calendar picker boxes following the Created Date Range drop-down. |
| • | Notes Created Date Range: Allows the user to search for notes that were created within a specific date range. Selecting a date range from the drop-down, or manually entering a date range, will disable the Signed Date Range option. The following options are available within the drop-down table: |
| • | Manual Selection (default): When this option is selected a date range must be manually selected within the two calendar picker boxes following the Created Date Range drop down. |
| • | Account: Allows the report to only include a particular patient visit. |
| • | Account Admit Date Range: Allows the report to only include patients within the selected admit date range. The following options are available within the drop down table: |
| • | Manual Selection (default): When this option is selected a date range must be manually selected within the two calendar picker boxes following the Created Date Range drop-down. |
| • | Account Discharge Date Range: Allows the report to only include patients within the selected discharge date range.The following options are available within the drop-down table: |
| • | Manual Selection (default): When this option is selected a date range must be manually selected within the two calendar picker boxes following the Created Date Range drop-down. |
NOTES: If both an Admit and Discharge date range are defined, only accounts that meet both parameters will display within the report.
| • | Department: Allows the user to select a department to view notes that were signed by the owner while the patient was in a specific department. If a patient is admitted to the ED and then admitted to Inpatient, when the ED department is selected, only notes created/signed within that department will display. Any notes created/signed in the Inpatient department will not pull to the report. |
NOTE: The Department look-up should not be used to generate a report for a patient visit if the patient has been admitted to different departments during the stay. This could result in an incomplete list of notes.
Generating the Report:
Once all of the parameters are set, select one of the following options from the action bar:
| • | Run Report: Allows the report to be generated. |
| • | PDF: Allows the report to be generated and display in a PDF format. |
| • | CSV: Allows the report to be generated and display in a CSV format. |
| • | Schedule: Allows the report to be setup to generate on a regular recurrence. |
| • | Clear Note Type Filter: Allows the removal of the selected Note Type. |
The report will display with the following rows of information:
First Row
| • | Patient Name: Displays the Patient’s full name. |
| • | Visit Number: Displays the Patient’s account number the note was signed or not signed on. |
| • | Note Title: Displays the selected Note Type of the note. |
| • | Sign Status: Displays the status of Signed when the note has been signed . |
| • | Cosign Status: Displays the status of Cosigned if the note has both signatures and a status of Not Cosigned if it is still missing the Cosignature. |
Second Row
| • | Admit Date/Time: Displays the patient’s admit date and time. |
| • | Discharge Date/Time: Displays the patient’s discharge date and time |
| • | Note ID: Displays the ID assigned to the note when it was created and displays within the Note List. |
| • | Room: Displays the Room of the patient. |
Third Row
| • | Scribe: This feature will be available in a future release and will display the name of the person that transcribed the note for the provider. |
Fourth Row
| • | Sign Provider: Displays the name of the user that signed or saved the draft. |
| • | Sign Date/Time: Displays the date and time the draft was signed by the note owner. |
Fifth Row
| • | Cosign Provider(s): Displays the cosigner’s Name. If it has not been cosigned, this will display the name of the provider the alert was sent to. When signed, the date and time of when the cosigner signed the note will display. |
