These steps can be used to modify the settings for Notes Compliance Management reports. For each report, these settings allow HIS Department or the Practice Manager at each institution or practice to:
Specify the columns to be included for each clinic or subset.
For all columns to be reported, choose the number of days per clinic or subset.
1. Click Tools from the Admin menu.
2. Move your cursor over the HIS menu option and select Notes Comp Mgmt Setting.
3. Use drop-down lists to choose the Institution, Clinic, and Subset, as appropriate, and click Select.
4. Click to select the columns to include for each report type.
For the Incomplete/Overdue by Location and by Provider reports, you can include the following columns: # Missing Note, # Preliminary Note, # Overdue Note, and # Overdue Signature
For the Notes Completion Statistics Report, you can include the following columns: # Completed in 8 days, # Completed in 15 days, # Completed in 21 days, and # Completed in > 21 days
For the Possible Suspension Report, you can include the following columns: 14-20 Missing, 14-20 Preliminary, 21+ Missing, and 21+ Preliminary
5. Choose the number of days for each clinic or subset (if applicable).
Note: You can also modify the e-mail settings associated with Notes Compliance reports. For details, see Modifying Notes Compliance Settings.