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Finding out where a document was routed

CPS, C-EMR, PM

Last Post by Anonymous 1 second ago

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kkopp

(@kkopp)

Posts: 333

Honorable Member

Topic starter

We had an issue where a phone note was taken and the routed. The patient was not called back for over a month and everyone is stating that they never received the document. Is there a way to run a report to find out where a document was routed and by whom? I am only finding who contributed to the document when I run an audit report. Any help is appreciated.

Thank you in advance!!

Posted : July 28, 2015 7:50 am

mjharunk

(@mjharunk)

Posts: 191

Reputable Member

We tried reporting on this a few weeks back. I couldn't find the data stored anywhere. I would love to hear if anyone else has had success.

Posted : July 28, 2015 8:19 am

dduschel

(@dduschel)

Posts: 207

Reputable Member

As long as the document has not been signed there is a way to tracke it, GE should be able to help you. Once it is signed all of that routing information is lost.

Posted : July 28, 2015 8:28 am

bruins1986

(@bruins1986)

Posts: 233

Reputable Member

If you have crystal you can link the DOCUMENT table to the DOCROUTE table via the SDID. The DOCROUTE table seems to hold the last two instances of routing for a document - it won't keep a full record from what I've seen but it might help in this case (as you seem curious about who last routed it and where/when it was sent).

Posted : July 28, 2015 8:58 am

lwitecha

(@lwitecha)

Posts: 15

Eminent Member

I am still seeing this issue in SP9 Patch 1. Just happened. Let me know if you find anything Katie

Posted : August 4, 2015 8:41 am

Stacey LaGrange

(@slagrang)

Posts: 185

Reputable Member

I need this info now so just tried writing a crystal report and this doesn't work once the document is signed for me either. If anyone else has found a way to track routing of a signed document, please let me know.

Posted : March 2, 2016 3:56 am

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