The ‘Search’ button at the top left of the inbox allows you and staff members to search for inbox items in any user’s inbox. These are not private. Your personal inbox is simply a list of reports you are prompted to review.
To use the Inbox Search tool, click on the ‘Search’ button at the top left of the inbox. This will take you to the search menu which is shown in the screenshot below.
Use the various fields to determine your search criteria:
- Patient Last / First Names – Type in the patient’s name.
- Patient Health Number – Type in the patient PHN/HIN
- Start / End Date – Date range for your search. Reports will be filtered by reception date while documents are filtered by observation date.
- Physician – Select the desired inbox(es)
- Select a specific provider to look through their inbox by typing their name, then clicking on it in the list of options appearing underneath.
- Select ‘All’ to search for all entries
- Select ‘Unclaimed’ to look for entries that have not yet been assigned to a user.
- Report status – Select the appropriate status for your search:
- All – Looks for all items, no matter their status.
- New – Looks for items that have not yet been marked as reviewed (acknowledged or filed).
- Acknowledged – Looks for items that have been acknowledged.
- Filed – Looks for items that have been filed.
When ready, click on the ‘Search’ button to run the search.
Note: An item may have multiple statuses. It could, for example, be considered ‘New’ for Provider A, yet acknowledged for Provider B. Doing a search for all physicians and ‘New’ report status would bring this report since it is new for at least one provider. Doing a search for acknowledge would do the same.