Data Explorer Assessment Diagnosis Search

This lesson will cover searching databases for a structured SMARText diagnosis located in the SOAPnote Assessment field.

Depending on the size of the database, this search could take several minutes. We do not recommend running database searches during business hours.

Accessing Data Explorer

Accessing Data Explorer

Click on SOAPware on the menu bar.

Click on Data Explorer.

Create a New Query

Create a New Query

Click on the New Query button.

Name the Query

Name the Query

Name the query. It can be helpful to have the data as part of the name of the query.

Select the Chart Section to be Searched

Select the Chart Section to be Searched

1) Click on "Search Chart Sections."

2) Un-check "All Chart Sections" in SMARText Quick Access.

3) Click to place a check in the box next to Encounters - SOAP Notes.

Type of Document

Type of Document

1) Click on "for Documents of type."

2) Using the drop-down menu in SMARText Quick Access, double-click on "SMARText Document."

Select the Location

Select the Location

1) Click on "located in the."

2) Using the drop-down menu, Click on the plus (the expander node), next to "Generic."

3) Click on the expander node next to "Entry Fields."

4) Double-click on "Encounter Assessment Field."

5) Click the Add button.

 

Define the SMARText Type

Define the SMARText Type

1) Click on "that are a."

2) Using the drop-down menu, Click on the expander node next to "Generic."

3) Click on the expander node next to "Structured Items."

4) Double-click on "Assessment Item."

5) Click the Add button.

Choose a Specific Diagnosis

Choose a Specific Diagnosis

1) Click on "Assessment Item."

2) On the Basic tab, type in the Header (or name) of the diagnosis.

Run the Search

Run the Search

Click on the Search button.

Search Results

Search Results

The search results will be displayed. The user can choose to save or print the search results.