Co-Signature Wizard window - step 1 Search

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The first step of the wizard allows searching for clinical documents that were electronically signed during the Field Mode synchronization. The search returns clinical items that satisfy defined Co-Signature setup options and are ready for co-signing. The denied items that currently are in the process of fixing or are already co- signed are not shown in the search results section. If co-signature has been denied and the generated task subsequently completed, the fixed clinical item will appear in this section again.

The Co-Signature window is divided in two sections:

Section	Description
Search Parameters	Set search parameters for electronically signed clinical documents that need to be co-signed in the current Business Unit. You can search by date range, operator that originally signed clinical document, related patients, and clinical item types. You can use fewer criteria to return broader search results, or you can complete more fields to narrow down your search to more specific results.
Search Results	Displays information about the electronically signed clinical documents found based on the set search criteria. The status bar at the bottom of the window displays number of entries found at your request and selected for processing, as in the following example: Items found: 12 Items selected: 10 If the search returned no results, change search criteria or complete fewer search fields to broaden the search.

Section

Description

Search Parameters

Set search parameters for electronically signed clinical documents that need to be co-signed in the current Business Unit.

You can search by date range, operator that originally signed clinical document, related patients, and clinical item types.

You can use fewer criteria to return broader search results, or you can complete more fields to narrow down your search to more specific results.

Search Results

Displays information about the electronically signed clinical documents found based on the set search criteria.

The status bar at the bottom of the window displays number of entries found at your request and selected for processing, as in the following example:

Items found: 12 Items selected: 10

If the search returned no results, change search criteria or complete fewer search fields to broaden the search.

In the search results section, you can also resort the column headings. For example, if you want to see clinical item types in the first column, you can drag and drop the Item Type column heading to the appropriate position. Netsmart Homecare retains the header order until you exit this window or the application.

You can customize search results view using the grouping option which allows you to group data shown on the grid by different columns. To activate this feature, move the mouse over the column by which the data should be grouped. Then, hold down the left mouse button and drag the column to the space above the grid. You can drag several columns for grouping, and the data in the grid will be grouped in hierarchical order.

You can operate with the search results using the following buttons on the grid:

Button	Description
Select All	Click to select all items either in the Selected or the Found section of the grid. To select individual items, hold down the Ctrl key and left-click each needed item.
Clear All	Click to deselect all items currently selected either in the Selected or the Found section of the grid.
Add Selected	Click to move the selected items from the Found to the Selected section of the grid.
Remove Selected	Click to delete the selected items from the Selected section of the grid.

When you finish with defining the necessary criteria and select the items to co-sign, proceed to step 2 – Preview.

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