SOAPware DocumentationClinical EMR Training ManualsClinical User Manual Data ExplorerData Explorer Search for Patients with a Specific Insurance Carrier

Data Explorer Search for Patients with a Specific Insurance Carrier

This lesson will explain how to create a Data Explorer search to search for patients that have a specific insurance carrier.

*Note: Depending on the size of the users database, the search time can be lengthy. We recommend that you do not perform a data explorer search during clinic hours.

Open the Data Explorer Workspace

Open the Data Explorer Workspace

Click on SOAPware from the file menu bar, and Select Data Explorer. This will close the Chart workspace and open the Data Explorer workspace.

Creating a New Query

Creating a New Query
  1. Click on the Green Plus button to create a new blank query.
  2. Name the query.
  1. Click on "Search Chart Sections" to display a list of available chart section in the SMARText Quick Access window.
  2. Un-check the "All Chart Sections" box.
  3. Check Demographics.
  1. Click on "for Documents of type."
  2. Click on the drop-down menu in the SMARText Quick Access.
  3. Select "Insurance Demographics Search Values."
  1. Click on "With the value of."
  2. Click on the drop-down menu in the SMARText Quick Access.
  3. Click to select "Company."
  1. Click on the drop-down menu in the SMARText Quick Access
  2. Choose the insurance you are searching for.

To begin searching the database, Click the Search button located in the bottom right hand corner of the Data Explorer workspace.

*Note: Depending on the size of the users database, the search time can be lengthy. We recommend that you do not perform a data explorer search during clinic hours.

Search Results

Search Results

When the search is complete, the search results will display in a search results box. The option to print or save the results will be available at this time.