Find excluded medical record numbers

[JLKoch]

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

[IdealData]

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

Records > Show omitted

[JLKoch]

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.

[comment]

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 ]

[JLKoch]

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

JLKoch