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Report for singed documents

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Last Post by jessicaw 8 years ago

10 Posts

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jessicaw

(@jessicaw)

Posts: 434

Prominent Member

Topic starter

Does anyone have a report to show all documents for a specific provider that are signed on a specific date?

We had recently showed our coders how to run an inquiry with the following:

Find Documents where:

Final Signature date is 'date'

AND Type is 'Office Visit'

AND Signed By is 'Provider'

Works slick....except when the provider is a mid level or when the document is sent to another provider for review.

Our coders would like a report they can use that will show them when dictations are signed by the responsible provider. Otherwise they have been having to check on dictations to see if they have been signed which unfortunately in our clinic can be months after the clinic date. So they are having to check on these documents multiple times before they actually find that they have been signed.

It would make the coders world much easier if they had a report that populate all Office Visits signed by said provider on said date.

Posted : November 3, 2016 2:15 am

ErnieT

(@erniet)

Posts: 479

Honorable Member

Here is a sql script that I run to pull this informaton. It pulls for 1 year back. You could probably build a report with it or pull it into a spreadsheet.

-- Shows all Unsigned Office Visits Grater than 3 Days Old
DECLARE @Now DATETIME = GETDATE();
DECLARE @1YearAgo DATETIME = DATEADD(YEAR,-1,@Now);

SELECT DF.ListName,PP.searchname,PP.patientid,D.SUMMARY,D.STATUS,
convert(varchar(10),D.Db_Create_date,101) as Created_Date
,DATENAME(DAY,D.Db_Create_date) as Day ,DATENAME(MONTH,D.Db_Create_date) as Month,DATEPART(YYYY,D.Db_Create_date) as Year

FROM PatientProfile PP
LEFT OUTER JOIN DOCUMENT D ON PP.PId = D.PID
LEFT OUTER JOIN DOCTYPES DT ON D.DOCTYPE = DT.DTID
LEFT OUTER JOIN USR U ON D.usrid = U.PVID
LEFT OUTER JOIN doctorfacility DF ON U.doctorfacilityid = DF.DoctorFacilityId

-- Find all Documents not Signed off on
WHERE D.Status LIKE 'S'

AND PP.searchname NOT LIKE '%Test%'

AND D.DB_CREATE_DATE BETWEEN @1YearAgo AND @Now

-- By Doctor

AND (DF.type = '1' or df.type = '7')

AND (DF.Suffix LIKE '%PA%' OR DF.Suffix LIKE '%MD%' OR DF.Suffix LIKE '%DO%')

AND DF.Inactive = '0'

--By Doc Type ( 1 = Office Visit)
AND DT.DTID = '1'

--GROUP BY DF.LISTNAME --
ORDER BY DF.ListName, D.Db_Create_date

Posted : November 3, 2016 2:48 am

jessicaw

(@jessicaw)

Posts: 434

Prominent Member

Topic starter

I have no experience with Sql so I was hoping for an option that can be run from within GE. Preferably it would be a report that our coders could run themselves 🙂

Thank you for your suggestion though! Sql seems to be the answer to a lot of things but unfortunately is out of my skill level.

Posted : November 3, 2016 2:54 am

JuanTorres

(@juantorres)

Posts: 17

Active Member

There's a few base reports that come with CPS. Maybe these can help. Chart>Reports>MedicaLogic

Posted : November 3, 2016 3:15 am

lkeith

(@lkeith)

Posts: 457

Honorable Member

So what exactly is not happening with the inquiry you have? When you say they want to be able to pull a report of documents signed by the responsible providers, are you referring to a mid-level's document that is signed by their responsible provider? It seems like your inquiry should do just that, or is there something I'm missing?

Posted : November 3, 2016 4:07 am

jessicaw

(@jessicaw)

Posts: 434

Prominent Member

Topic starter

For example:

They would like a report that pulls all Office Visits signed by E. Smith from 09-01-16 to 09-15-16. The inquiry listed above pulls Office Visits by E. Smith with Final Signature date from 09-01-16 to 09-15-16.

Unfortunately she may sign an Office Visit in that time frame that then gets signed by an overseeing provider. Say E. Smith signs the note on 09-05-16 and J. Jones signs it on 09-08-16.

Then the coder runs that report (for signature dates 09-01-16 to 09-15-16) on 09-20-16. The Office Visit signed on 09-05-16 by E. Smith will not show on the inquiry listed above because the Final Signature for that document now belongs to J. Jones.

We would like a report that just shows signature date and does not incorporate "Final Signature date".

Hope I explained that well enough......

Posted : November 3, 2016 4:33 am

rwilliams

(@rwilliams)

Posts: 454

Honorable Member

I received a report request from our Coding manager for exactly this last week. When I get around to writing it I will let you know. We run EMR so hopefully it would work with CPS as well but I can't promise anything.

Posted : November 3, 2016 6:40 am

jessicaw

(@jessicaw)

Posts: 434

Prominent Member

Topic starter

That would be fabulous. I look forward to hearing from you! Thanks!!

Posted : November 3, 2016 6:52 am

lkeith

(@lkeith)

Posts: 457

Honorable Member

There is also an option of just "signed by". Have you tried that one?

Posted : November 3, 2016 7:38 am

jessicaw

(@jessicaw)

Posts: 434

Prominent Member

Topic starter

Yes. However we need to have the date it was signed incorporated. So that the coders know which pending dictations have been signed and are ready for coding review.

Posted : November 3, 2016 8:44 am

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