Search Entities

You can search by different criteria:

Table 2-1: Search Entities

Search Entity

Description

FilesClosedThe electronic record created when a user submits an incident report, such as a fall or medication error, or when a patient provides feedback. Some organizations refer to files as events, reports, or cases.

Displays files for the selected module. This option is selected by default.

Important Files

Displays files that you have marked Important.

Confidential Files

Displays all files that have been marked as Confidential.

AlertsClosedA warning that is sent out in the form of an email and/or an in-system alert notification under defined circumstances (e.g. an abnormally high number of complaints or incidents are reported, a high severity incident occurs, or when a file is ignored for a given period of time). Alerts are created by your administrator and are triggered at defined intervals (e.g. daily, weekly, monthly).

Displays alert notifications across all modules for which you are the recipient.

Note: Users with the role permission for “Allow access to other user’s in-system notification” enabled will be able to search for alert notifications of other users.

FoldersClosedElectronic bins used to store files with similar attributes. Folders are created and populated from the management form.

When you choose this option, the module field displays N/A and a drop-down menu is displayed. From this drop-down, you can choose one of the following options: All folders, All Archived Folders, All Unarchived Folders, My Folders, My Archived Folders, My Unarchived Folders. The system will generate search results based on your selection. In addition to searching for folders, you can make changes to folders and the files within folders. See Locating Folders.

Physicians

Displays physicians from the Physician Library in the Claims module that fully or partly match the search query. Search results are displayed on "cards" which contain the physician name and may also display the physician's specialty, department, and dates employed at the organization. Clicking on a card will display the physician's claim history, if available. See Viewing a Physician Claim History.