How to Search for a Clinical Note

Finding SOAP Notes with the Clinical Report Tool

To search through all of your clinical notes, you may access the Clinical Report Tool. The Clinical Report Tool will allow you to search for clinical notes by:
  • Office Name
  • Provider Name
  • Lock Status
  • Patient Name
  • Username
  • Keyword
  • Date Range
To begin using the Clinical Report Tool, mouse-over 'Clinical' in your navigation bar and select 'Clinical Notes'.
 
Once you select 'Clinical Notes', you will reach the Clinical Report Tool. To filter your results, you may use any or all of the filters, leaving unused filters blank. For larger volumes of offices and providers, selections are collapsed within their corresponding section for better accessibility. To reveal those selections, click on the 'Offices' or 'Doctors' section. 
 
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