Document Archive Search

This search allows users to find a list of patients and their associated document types based on the filter parameters used.

Document Archive Search Help

Document Archive Search
Document Archive Search Filters

Document Archive Search

Perform a document archive search to find documents associated with patients who have established relationships to the providers in your group or practice. You must be preauthorized to perform this function.

Complete the following steps to perform a document archive search:

  1. From the menu bar, select Search > Document. The Document Archive Search page is displayed.
  2. In the Search Filters section, select or enter document information. You must value at least one of the elements marked by an exclamation mark (!). See Document Archive Search Filters for more information about the filter elements. 
  3. Select Search. Documents that meet your search criteria are displayed.
  4. If you want to sort your search results, you can select any column heading. An up arrow () indicates an ascending sort order, for example, a to z; 1 to 10; oldest date to most recent date. A down arrow () indicates a descending sort order, for example, z to a; 10 to 1; most recent date to oldest date.
  5. If you want to perform another document archive search, you can select Clear and repeat Steps 2-4.

Document Archive Search Filters

When you search using filters, the documents that meet your filter criteria are displayed. 

The following filter elements are available for a document archive search:

Document Archive Search Filter Elements
Filter Element Conditionally Required or Required Description

 Document Type

Conditionally required

The type of document, for example, General Labs.
 Document Name

Conditionally required

 

The document name, for example, Glucose.

 Abnormal (ABNL) Indicator

Not applicable The abnormal (ABNL) result indicator. To filter by this element, enter Y for documents that contain abnormal results or N for documents that do not.
 Route Physician Conditionally required

 

The practice provider the result is routed to. 

Release Considerations

The way you select providers changed with Provider Portal 5.2.1.


Complete the following steps to select route physician with Provider Portal 5.2.1 and later releases:

  1. Select the Route Physician box. A list of providers is displayed.
  2. Select a provider. The provider is added as a filter parameter.
  3. If you want to filter by more providers, you can repeat Steps 1-2.
  4. If you want to remove a selected provider, you can select the associated X.
  5. If you want to remove all selected providers, you can select the X in the upper-right corner of the Route Physician box.
 Hospital Document Code Conditionally required The code associated with the test in the source system.
 Filler Order Number Conditionally required The filler order number from the Health Level Seven (HL7) message.
 Order Status Not applicable The order status. See Order Status and Allowable Action List for more information.
 Begin Date Required The start date for the document search. This date is required. The default date is the current month and day of last year. You can change this date along with End Date, but the search date range must be a year or less. Documents dated after the Begin Date and equal to or before the End Date are returned based on your other filter criteria.
 End Date Required The end date for the document search. This date is required. The default date is the current date. You can change this date along with Begin Date, but the search date range must be a year or less. Documents dated after the Begin Date and equal to or before the End Date are returned based on your other filter criteria.
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