Looking Up Notes Compliance Status for Visits

Follow these steps to look up visits in the Notes Compliance database.

1.  Click Tools from the Admin menu.

2.  Move your cursor over the HIS menu option and select one of these two options:

• Notes Comp Edit by Pat.

  Click Notes Comp Edit by Pat. if you know either the patient's name or their MRN.

  If you know the patient's name, follow these steps:

  a.   Type the patient's last name into the Patient name/MRN/SSN field. If you know the patient's first name, enter a comma after the last name and then type the first name. Partial names may be entered.

  b.   Select the institution.

  c.   Select the patient's gender (optional).

  d.   If you know the patient's date of birth or age, type it into the Birthdate/Age field. The date of birth must be entered as MM/DD/YYYY (full four-digit year).

  e.   Click Search to display patients matching the criteria you entered.

  f.   Click the patient name.

  If you know the patient's MRN, follow these steps:

  a.   Type the patient's medical record number into the Patient name/MRN/SSN field.

  b.   Click Search. The LMR displays the matching patient record.

  c.   Click the patient's name.

• Notes Comp Edit by Prov.

  Click Notes Comp Edit by Prov. if only the provider and visit date is known.

  a.   Click the drop-down arrow to select the institution.

  b.   Click the drop-down arrow to select a provider.

  c.   Specify a Visit Date.

  d.   Click Search. The LMR displays visits for the provider and visit date selected.

3.  To edit the Notes Compliance status, click the link in the NC Status column.

4.  Provide a status and reason, if needed, on the Notes Compliance Status page. See Edit/View Notes Compliance Status for more details.