Search Documents.

You can search transcribed documents using two options.

1. Detailed Search

2. Basic Search

Detailed Search

1. Select a document from the documents page.

2. Right click on a document.

3. Select Search option from the pop up

Or you can directly click on Search button from the documents page.

4. The Search pop up window open like below

5. Following search options are available on the search window,

Search On Include Archive

Current care provider Other care provider

Date range

6. The Search On drop down list have following parameters. Select search option from the Search On drop down list and enter search criteria in the Search text field.

DVI Number First Name

Last Name Date of Visit

MRN

7. Choose Include Archive only if you want to include archived records in search.

8. Default logged in user’s name will be selected in the current care provider drop down list. If you want to search other care provider documents then select Other Care Provider and select care provider name from that drop down list.

9. Default last 7 days date rage will be displayed as selected in the search window. You can select different date range by clicking on Start From and To date.

10. Click on Search button to execute Search.

11. The search result will be displayed on the document grid table.

Note

Documents between 3 and 7 years old will be offline from 02/02/2022. Please contact AQuity Support if you need to access the documents between 3 and 7 years. AQuity Support can be reached at 888-DICTATE (888-342-8283).

Basic Search

You can also search documents with the default search options available on the documents page. The steps to search documents are explained below,

1. Click Documents menu, the Documents page open.

2. Default the documents page will list last 7 days of the transcribed documents on the page. You have option to search old documents by selecting date range. The available search options are listed below,

Care Provider Location

Date range

Report Status

3. Select care provider, location, From Date, To Date and Report Status then click on button to execute search.

4. The search results will be displayed below on the table.

Note

Documents between 3 and 7 years old will be offline from 02/02/2022. Please contact AQuity Support if you need to access the documents between 3 and 7 years. AQuity Support can be reached at 888-DICTATE (888-342-8283).

Quick Search

Quick Search feature provided to search documents quickly on the documents page. The quick search text field is highlighted on the image below .

1. Enter few characters of the search value in the quick search field, the application will search entered search text in all the columns and displays only matching documents on the table.

2. In this example user entered search criteria is ‘David’. The application searched the search text on all the columns and all the documents available on the documents grid tab and returned matching 3 records.

Note

1. The quick search filter or searches the documents available inside the document grid table only.

2. All the columns in the documents page are considered for the search.

Filtering documents based on Status

You can filter the documents based on the following document status.

• Opened

• Printed

• Faxed

• Esigned

Select Display Documents For status checkboxes and click on Apply button, the documents will be filtered based on the selected status. In the above example user selected the status Opened and clicked on Apply button then all the documents in the opened status for the selected date range are filtered and displayed on the table.