Hiding/Viewing Retracted Notes in CareVue

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Completed Note in CareVue

 

 

Right-click Delete Progress Note

 

 

Choose Deletion Reason

 

 

Confirm Delete

 

 

User can no longer see note in CareVue

 

 

However the note is still stored in TIU Document File in a RETRACTED status
Output from what File: TIU DOCUMENT// (6410 entries)
Select TIU DOCUMENT DOCUMENT TYPE: `6951 PHYSICIAN SURGERY PROGRESS NOTE ZZ
ZTEST,ACUPATIENT A 02-09-15 TITLE
Another one:
Standard Captioned Output? Yes// (Yes)
Include COMPUTED fields: (N/Y/R/B): NO// BOTH Computed Fields and Record Number
(IEN)

 
NUMBER: 6951
DOCUMENT TYPE: PHYSICIAN SURGERY PROGRESS NOTE
PATIENT: ZZZTEST,ACUPATIENT A VISIT: FEB 9,2015@10:43
PARENT DOCUMENT TYPE: PHYSICIAN NOTES STATUS: RETRACTED
EPISODE BEGIN DATE/TIME: FEB 9,2015@10:43
VISIT TYPE: H ENTRY DATE/TIME: MAY 8,2015@10:29:54
AUTHOR/DICTATOR: STUCK,ERIN EXPECTED SIGNER: STUCK,ERIN
HOSPITAL LOCATION: AMBULATORY CARE UNIT
VISIT LOCATION: AMBULATORY CARE UNIT DIVISION: VALLEY GENERAL HOSPITAL
REFERENCE DATE: MAY 8,2015@10:29 ENTERED BY: ES
CAPTURE METHOD: remote procedure
PATIENT MOVEMENT RECORD: FEB 9,2015@10:43
TREATING SPECIALTY: AMBULATORY CARE SERVICE: MEDICAL STAFF
SIGNATURE DATE/TIME: MAY 8,2015@10:30:22
SIGNED BY: STUCK,ERIN SIGNATURE BLOCK NAME: ERIN STUCK
SIGNATURE MODE: electronic COSIGNATURE NEEDED: NO DELETED BY: STUCK,ERIN DELETION DATE: MAY 8,2015@11:00:36 REASON FOR DELETION: administrative VISIT ID: 14VT-TEST
REPORT TEXT:
===============================================================================
==
S U R G E R Y P R O G R E S S N O T E
===============================================================================
==

 
Add Business Rule to allow anyone with Clinical Coordinator Business Class to View Redacted Note
Select Systems Manager Menu Option: TEST an option not in your menu
Option entry to test: TIU MAIN
1 TIU MAIN MENU CLINICIAN Progress Notes/Discharge Summary [TIU]
2 TIU MAIN MENU DS CLINICIAN Discharge Summary User Menu
3 TIU MAIN MENU MGR Text Integration Utilities (MIS Manager)
4 TIU MAIN MENU MIXED CLINICIAN Integrated Document Management
5 TIU MAIN MENU MRT Text Integration Utilities (MRT)
Press <Enter> to see more, ‘^’ to exit this list, OR
CHOOSE 1-5:
6 TIU MAIN MENU PN CLINICIAN Progress Notes User Menu
7 TIU MAIN MENU REMOTE USER Text Integration Utilities (Remote User)
8 TIU MAIN MENU TRANSCRIPTION Text Integration Utilities (Transcriptionist)
9 TIU MAINTENANCE MENU TIU IRM MAINTENANCE MENU TIU Maintenance Menu
CHOOSE 1-9: 9 TIU IRM MAINTENANCE MENU TIU Maintenance Menu

 
1 TIU Parameters Menu …
2 Document Definitions (Manager) …

3 User Class Management …
4 TIU Template Mgmt Functions …
5 TIU Alert Tools
7 TIUHL7 Message Manager
Title Mapping Utilities …
6 Active Title Cleanup Report

 
Select TIU Maintenance Menu Option: USER Class Management

 
May 08, 2015@10:31:56
— User Class Management Menu —
1 User Class Definition
2 List Membership by User
3 List Membership by Class

4 Manage Business Rules
5 Show Class Membership …

 
Select User Class Management Option: 4 Manage Business Rules
Select SEARCH CATEGORY: DOCUMENT DEFINITION//
Select DOCUMENT DEFINITION: progress
1 PROGRESS NOTE (DICT) TITLE

2 PROGRESS NOTES CLASS

 
ASU Rule Browser May 08, 2015@10:32:30 Page: 1 of 2
List Business Rules by DOCUMENT DEFINITION 25 Rules
for CLASS PROGRESS NOTES
1 A COMPLETED (CLASS) PROGRESS NOTE may BE VIEWED by a USER
2 An UNSIGNED (CLASS) PROGRESS NOTE may BE EDITED by a STUDENT who is also an
AUTHOR/DICTATOR
3 An UNSIGNED (CLASS) PROGRESS NOTE may BE DELETED by an AUTHOR/DICTATOR
4 An UNSIGNED (CLASS) PROGRESS NOTE may BE VIEWED by an AUTHOR/DICTATOR
5 An UNCOSIGNED (CLASS) PROGRESS NOTE may BE VIEWED by an AUTHOR/DICTATOR
6 An UNCOSIGNED (CLASS) PROGRESS NOTE may BE VIEWED by an EXPECTED COSIGNER
7 An UNSIGNED (CLASS) PROGRESS NOTE may BE PRINTED by an AUTHOR/DICTATOR
8 An UNCOSIGNED (CLASS) PROGRESS NOTE may BE PRINTED by an AUTHOR/DICTATOR
9 An UNCOSIGNED (CLASS) PROGRESS NOTE may BE EDITED by an EXPECTED COSIGNER
10 An UNSIGNED (CLASS) PROGRESS NOTE may BE EDITED by an AUTHOR/DICTATOR
11 An UNCOSIGNED (CLASS) PROGRESS NOTE may BE PRINTED by an EXPECTED COSIGNER
12 An UNSIGNED (CLASS) PROGRESS NOTE may BE SIGNED by an AUTHOR/DICTATOR
13 An UNCOSIGNED (CLASS) PROGRESS NOTE may BE COSIGNED by an EXPECTED COSIGNER
+ + Next Screen – Prev Screen ?? More Actions
Find Edit Rule Change View
Add Rule Delete Rule Quit
Select Action: Next Screen// ADD Add Rule
Please Enter a New Business Rule:
Select DOCUMENT DEFINITION: prog
1 PROGRESS NOTE (DICT) TITLE

2 PROGRESS NOTES CLASS
3 PROG RECOVERY CENTER DAILY PROG NOTE TITLE
4 PROG RECOVERY CENTER DETOX NURSE PROG NOTE TITLE
5 PROG RECOVERY CENTER DETOX PROG NOTE – LIP TITLE
Press <Enter> to see more, ‘^’ to exit this list, OR
CHOOSE 1-5: 2 PROGRESS NOTES CLASS
DOCUMENT DEFINITION: PROGRESS NOTES//
STATUS: RETRACTED
ACTION: VIEW
USER CLASS: CLINICAL
1 CLINICAL CLERK
2 CLINICAL COORDINATOR
3 CLINICAL DIETITIAN
4 CLINICAL PHARMACIST
5 CLINICAL SERVICE CHIEF
CHOOSE 1-5: 2 CLINICAL COORDINATOR
AND FLAG: <ENTER>
USER ROLE: <ENTER>
DESCRIPTION:
THERE ARE NO LINES!
Edit? NO//<ENTER>

 
ASU Rule Browser May 08, 2015@10:34:02 Page: 2 of 2
List Business Rules by DOCUMENT DEFINITION 26 Rules
for CLASS PROGRESS NOTES
+
14 An UNSIGNED (CLASS) PROGRESS NOTE may BE VIEWED by a CHIEF, MIS
15 An UNSIGNED (CLASS) PROGRESS NOTE may BE DELETED by a CHIEF, MIS
16 An UNCOSIGNED (CLASS) PROGRESS NOTE may BE VIEWED by a CHIEF, MIS
17 An UNCOSIGNED (CLASS) PROGRESS NOTE may BE DELETED by a CHIEF, MIS
18 An UNSIGNED (CLASS) PROGRESS NOTE may BE EDITED by an EXPECTED COSIGNER
19 An UNSIGNED (CLASS) PROGRESS NOTE may BE VIEWED by an EXPECTED COSIGNER
20 An UNSIGNED (CLASS) PROGRESS NOTE may BE EDITED by a CLINICAL SERVICE CHIEF
21 An UNSIGNED (CLASS) PROGRESS NOTE may BE VIEWED by a CLINICAL SERVICE CHIEF
22 An UNSIGNED (CLASS) PROGRESS NOTE may BE SIGNED by a CLINICAL SERVICE CHIEF
23 An UNSIGNED (CLASS) PROGRESS NOTE may BE SIGNED by an EXPECTED COSIGNER
24 An UNSIGNED (CLASS) PROGRESS NOTE may BE VIEWED by a USER
25 An UNSIGNED (CLASS) PROGRESS NOTE may BE EDITED by a CARDIOLOGIST

26 A RETRACTED (CLASS) PROGRESS NOTE may BE VIEWED by a CLINICAL COORDINATOR
+ Next Screen – Prev Screen ?? More Actions
Find Edit Rule Change View
Add Rule Delete Rule Quit
Select Action: Quit// Quit

 
Add User Class of Clinical Coordinator to relevant end-users
Select TIU Maintenance Menu Option: 3 User Class Management

 
— User Class Management Menu —
1 User Class Definition 2 List Membership by User
3 List Membership by Class
4 Manage Business Rules
5 Show Class Membership …

 
Select User Class Management Option: 2 List Membership by User
Select USER: STUCK,ERIN ES PHYSICIAN
Searching for the User Classes.

 
Current User Classes May 08, 2015@11:03:38 Page: 1 of 1
STUCK,ERIN 2 Classes
User Class Effective Expires
1 CHIEF, MIS 02/10/15
2 CARDIOLOGIST 11/22/14
+ Next Screen – Prev Screen ?? More Actions
Add Remove Quit
Edit Change View
Select Action: Quit// ADD Add
Select USER CLASS: CLIN
1 CLINICAL CLERK

2 CLINICAL COORDINATOR
3 CLINICAL DIETITIAN
4 CLINICAL PHARMACIST
5 CLINICAL SERVICE CHIEF
CHOOSE 1-5: 2 CLINICAL COORDINATOR
EFFECTIVE DATE: T-30 (APR 08, 2015)
EXPIRATION DATE:
Select Another USER CLASS: — User Class Management Menu —

 
Now only users assigned the User Class of CLINICAL COORDINATOR can view the note.