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If your configuration supports it, users of all levels in your institution can search for notes that have been created in the NoteWriter application. For example:
  • An institution-level administrator might search for all draft notes that have been authored by all providers in your facility using a specific template.
  • A department-level administrator might search for all draft and signed notes that have been authored by a particular provider in your department.
  • A provider belonging to another department in your facility might search for all signed notes that have been created in his or her department over the past two weeks.
  • A provider in your department might search for all notes that have been documented for a patient who could be identified only by social security number.
If granted permission, you can conduct these and many other types of searches from the Note Search tab. This tab provides many types of search filters, enabling a wide variety of search operations. Your ability to access and edit note data on the Note Search tab is determined by your configuration. The NoteWriter application enables Level 1 administrators to control search scope on a per-user basis, so that they can enforce access restrictions to note data that should be restricted to a particular department or facility. Depending on how your administrator has configured access rules for your institution or facility, your search scope may be defined in any one of the following ways:
  • No access: If your access policy prevents you from searching for notes, the Note Search tab does not display as part of the NoteWriter interface.
  • Department-wide access: You are granted permission to access and edit note data for all notes that were created in the department(s) to which you belong.
  • Facility-wide access: You are granted permission to access and edit note data for all notes that were created in your facility.
  • Unrestricted access: You can conduct note searches across all departments and facilities.

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Search Criteria Fields

The following fields enable you to conduct note searches in the NoteWriter interface:
  • Timeframe drop-down list: use this list to increase or decrease the amount of note data that displays in the lower portion of the Note Search screen. You can choose to see data from a variety of predefined date ranges, ranging from the most restrictive window (today) up to a completely unrestricted window (all note data). You can also specify a custom timeframe and define this range using the Start Date and End Date fields described below.
  • Start Date: The start date (inclusive) of the period that you want to use to define a custom time frame.
  • End Date: The end date (inclusive) of the period that you want to use to define a custom time frame.
  • Commure Pro Status: Indicates the current completion status of notes you are seeking. You can filter on the following:
    • All
    • Draft
    • Scribed
    • Final
    • Signed
  • Department: Enables you to filter notes by department within which the notes were created.
  • Author: Enables you to filter notes by note author.
  • Template Name: Enables you to filter notes by template type.
  • Co-signer: If you are searching for notes requiring co-signature, you can search among the providers who have been delegated with co-signature responsibility.
  • Select Patient button: Enables you to filter notes using Co-Sign status: Indicates the current completion status of notes requiring co-signature by an authorized co-signer, reporting any of the statues ‘Declined’, ‘Awaiting Co-signature’, or ‘Signed’. Notes that are re-assigned between co-signers retain a status of ‘Awaiting Co-signature’ until they are either signed or declined by the final authorized co-signer.
  • Data about the specific patient associated with the note. You can search for notes using the following patient data:
    • Patient’s first name
    • Patient’s last name
    • Patient’s date of birth
    • Patient’s social security number
    • Patient’s medical record number
    • Patient’s account number
    You can filter the number of records that are returned from the patient search criteria you specify.
  • Co-Sign status: Indicates the current completion status of notes requiring co-signature by an authorized co-signer, reporting any of the statues ‘Declined’, ‘Awaiting Co-signature’, or ‘Signed’. Notes that are re-assigned between co-signers retain a status of ‘Awaiting Co-signature’ until they are either signed or declined by the final authorized co-signer.
  • Maximum Number of Results: You can filter the number of records that are returned from the note search criteria you specify. The default value is 50. The number of note records returned on the Note Search tab appears in the top left of the search results screen.
When your note search results are returned, you can:
  • Click the Note Type link to open the note for viewing (or editing or deleting, if the note exists in draft form)
  • Click one or more rows and then click the Delete button (if the note exists in draft form)
  • Click one or more rows and then click the Print Preview button