1. Click on SOAPware on the menu bar

2. Click on Data Explorer

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

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

1. Left click over "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

1. Left click over "for Documents of type"

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

1. Left click over "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

1. Left 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

1. Left click over "Assessment Item"

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

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

When you are finished setting up the search, click on the Search button to run the search.

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