I have a medical record database that includes a patient demographic table linked via a medical record number (one-to-many) to an encounter note table. I am attempting to create a list of all patients not seen within the past 90 days. I have filtered my notes by date to include only those notes from the past 90 days. Then, I filtered the resulting found set by visit type to include only those notes for patients seen for a face to face evaluation. From here, I have not been able to create a list of all medical record numbers not included in the current found set. I certainly look forward to and appreciate any help that you may be able to offer.

JLKoch

There is a specific menu (and script step) to do this

Records > Show omitted

I don't think that I explained the problem well enough: Show omitted will show the records for patients seen more than 90 days ago and for all the notes that were not face to face encounters. I need to find only the medical record numbers that are omitted in the current found set... not the records that are omitted in the current found set.

If you want to do this manually, you will need to do the find from a layout of Patients. Put your search criteria into related fields from the Notes table (these can be in a portal or just placed on the layout). Check the 'Omit' box before performing the find, or 'Show Omitted Only' afterwards.

A scripted way (that doesn't require related fields to be placed on a layout of Patients)

Go to Layout [ Notes ]

Enter Find Mode []

<< set criteria to find notes less than 90 days ago AND face to face >>

Peform Find[]

Show Omitted Only []

Go to Related Record [ Patients ; Show only related records ; Match found set ]

I will try it out. Thank you so much for the insights.

JLKoch