A CAPRI Remote user can have restricted access to patient records they are authorized to view.
Note: As determined by the Health Information Access (HIA) Office, the CAPRI application shuts down if the CAPRI remote user is not able to access their restricted patient list on the CLAIMS server. Prior to the CAPRI application being shut down, the CAPRI Remote user receives a notification that their restricted patient list could not be accessed and they are provided HIA contact information PII mail group). The CAPRI Remote user also sees the restricted patient list that could not be accessed displayed in the lower left status bar of the CAPRI mail form.
Performing HIA Search
While in the CAPRI application navigate to the Tools drop down menu (See Figure 2-184). Select the option HIA Search.
Figure 2-184
The HIA Search File: screen appears (Figure 2-185). Click the Select File button to have the Open dialog window display.
Note 1: There are two methods that create the same results. The preferred method is to click the Select File button. The other method is by clicking on the main menu Process (Upper left) and then selecting the Import option.
Note 2: The legend at the bottom of this screen reflects the possible MVI search results.
Figure 2-185
In the Open dialog window (Figure 2-186) select the Patient Restricted list file, .csv file type
Note: The Name .csv file name are examples in screen of Figure 2-186.
Figure 2-186
Ensure that the correct selected file name appears in the HIA Selected File: window displayed in Figure 2-187. If the HIA Selected File name is NOT correct, click on the Select File button to choose a different file name. If correct click the Verify button near the bottom of the screen. Click the Cancel button (next to the Verify button) to return to the CAPRI home screen.
Figure 2-187
The following Figure 2-188 displays the results of the HIA Search within the MVI database.
Figure 2-188
See the next two sections to print the results displayed in the grid or export the results into a .csv file type.
Print Option Method
Select the File menu option, then select the Print option shown in the following Figure 2-189.
Figure 2-189
The Print Setup dialog box appears. Select your Printer, Paper type, and Orientation choice, and then click the OK button. (Figure 2-190).
Figure 2-190
The following Figure 2-191 displays the fixed formatted print results.
Figure 2-191
Export Method Option
Select the Process menu option, then select the HIA Export Result option shown in the following Figure 2-192.
Figure 2-192
The Save As dialog box displays, Figure 2-193. Select your Save in: location to store your .csv file. Next accept the default File Name: field or create a file name of your choice ensuring the file extension remains .csv. The Save as type: option is set only for .csv file format. Click the Save button to complete the file save option.
Figure 2-193
To view the result of your .csv file, navigate to the location that you saved the file. By default, if you have the MS Excel application installed, you can double click on the file name and the file opens in an Excel format shown Figure 2-194. If changes are made to your open Excel file and it is desired to save them and keep the file in the .csv file type, select File from the main menu, then select the Save As option. The Save As dialog box displays, then select the Save as type drop down list. Select option: CSV(MS-DOS) (*.csv) and click on the Save button to complete. You can also save your new file in an Excel file format by following the same method, but save it as a standard Excel format.
You can also right mouse click on the file name and select open with the Notepad application. Notepad displays the results in a common delimited format. Once the file is opened in Notepad and if changes are made that you desire to retain, select File and click Save and it saves at the existing location as a .csv file type.
Figure 2-194