Data Explorer Summary Diagnosis Search

This lesson will cover searching databases for structured SMARText diagnosis located in the Summary Active Problems.

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

1. Click on SOAPware on the menu bar.

2. Click on Data Explorer.

Create a New Query

Create a New Query

To create a new search, Click on the New Query button.

Name the Query

Name the Query

Next, name the Query. It can also be helpful to place a date on the query name to differentiate between searches.

Select Chart Sections to Search

Select Chart Sections to Search

1. Click on "Search Chart Sections."

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

3. Click to place a check in the box next to Summary.

Document Type

Document Type

1.Click on "for Documents of type."

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

Area to Search

Area to Search

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 "Active Problems Field."

5. Click the Add button.

 

Defining the SMARText Item Type

Defining the SMARText Item Type

1. Click over "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 Diagnosis

Choose a Diagnosis

1. Click on "Assessment Item."

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

Item Coding Tab (optional)

Item Coding Tab (optional)

1. Click on the Item Coding tab.

2. Click on the Create tab.

3. Using the drop-down menu under "Coding System", click to select ICD 9.

4. Click under the Value column and type in the ICD 9 being searched for.

Run the Search

Run the Search

When finished setting up the search, Click on the Search button to run the search.

Search Results

Search Results

When the search is completed, the search results will be displayed. These can be saved for later viewing or discarded.