How to Create a Saved Search and Understanding Accesses

How to Create a Saved Search and Understanding Accesses

For a video tutorial on "Saved Searches" click here

The Search Options form can narrow down the list of accesses by a single, or several parameters at once. Add search terms as needed, and specify terms to exclude, to generate custom access reports.




                Choose your search criteria by choosing what explanations or search criteria you would like to search by.

You can use the General Search field similarly to how you would use a search engine like google. With the “Explanations” you can add “and/or” conditions. You can also filter accesses by suspicious, flagged, etc.


                  If you create a search you would like to keep, you simply click Save Search button on the bottom of the Search Options window.


Tip: It can be helpful to numerically number your searches to the corresponding order of importance you would like to see them in. For example, above is an example of a Family Member Snoop, if you had determined that this was one of your highest risk you could use the naming system of “1. Family Member Snoop” so that it would appear at the top of your saved searches in my Dashboard Pane.

When you find an access that you want to explore deeper you can click on the Info icon (Circle icon with an i). That will take you to the access report about that unique user and patient pair.

      The access report contains a wide variety of information.  It provides you with demographic information about the User and Patient.

To see where the User went in the EMR, click the grey triangle to drop down “Unique Patient/User Access Details” 

To find out more context for the access and user accessing the record, click the grey arrow at Investigations and Explanations.

Scroll down to the bottom of the Access details page to find out demographic information about the User and the Patient.

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