Generating the Clinical Note Tasks Report

The Clinical Notes Tasks Report displays providers who have any unsigned and/or incomplete clinical notes. For each provider, the report displays the number of applicable clinical notes broken down by status (Unsigned and In Progress) and the total.

To generate the Clinical Note Tasks Report

1. On the Clinical Note Tasks Report page, review the filters.

   

2. If necessary, modify the filters.

   • Locations - ClickTap the drop-down list and select the check box next to each location you want to include. When ready, clicktap Apply Selected or anywhere outside the list to apply the selection(s).

     Tips:

     • You can use the Search field to quickly enter and select location names.

     • To select all locations, select the check box beside Apply Selected.

     • You can also deselect the check box to remove a location.

   • Include Full Provider Totals - Select the check box to display a Provider Totals section at the top of the report for all selected locations.

     Note: The Provider Totals section includes a breakdown of outstanding clinical note tasks for each provider and a grand total of outstanding clinical note tasks for the selected locations within your organization.

   • Date Range - ClickTap the field and select an option.

     If you selected Specific Date, select a date from the calendar and clicktap Done.

     If you selected Custom Range, select two dates from the calendars and clicktap Done.

   • Providers - ClickTap in the field and select multiple providers or select All providers to set which provider totals are included on the report.

     Note: If you select All providers, the report displays all totals (for the practice and each provider).

   Note: If you set the filters to multiple locations and/or to a date range longer than 30 days, a notification will display when you clicktap Search, warning that the report may take more time to generate.

   Tip: To clear your selections and return to default settings, you can clicktap Reset.

3. ClickTap Search to generate the report.

4. If prompted with a Generate Clinical Note Tasks warning, clicktap Generate.

   Tip: ClickTap Cancel if you want to generate the report later when you have more time.

   

   A Please wait, the report is loading... message displays while the report generates.

5. Review the report results as necessary.

   

6. (Optional) To print the report from a new browser tab, clicktap Print.

7. (Optional) ClickTap a provider name to display a Clinical Note Tasks window and view the clinical notes for that provider.