Search for Documents

In the Data Share pane, select the Search tab.
Expand the Endpoints list, and select all endpoints that you want to search.
Depending on your system configuration, the Endpoints list may include the following:
- Regional health information organizations (RHIOs)
- Health information services providers (HISPs)
- Carequality
To limit the search to a selected date range, enter values for Start Date, End Date, or both.
To limit the search in additional ways, select Advanced Parameters.

Note: These parameters are available only if you selected a single endpoint and advanced queries were previously enabled for that endpoint in the HIE Gateway configuration webpages. For assistance with HIE Gateway configuration, contact NextGen Healthcare Support.
1. From the Status list, select one or more values.
  
  Note: Selecting from the Status list is required. Possible values are determined by the HIE Gateway configuration.
2. To filter based on document formats, select one or more values from Formats.
3. To filter based on whether documents are stable, select one of the following values for Type:
  - All: Retrieves both on-demand and stable documents.
  - Stable: Retrieves documents storing data that is not likely to change.
  - On Demand: Retrieves documents that are created dynamically in response to requests.
4. To filter based on the dates of document creation or services provided, enter values in Filter on Dates and Times.
5. To filter based on code values, select values from any lists under Filter On Codes. Each of these lists enables you to select one or more values.
6. To filter based on authors, use the Filter On Authors section.
  To add an author to the list, select Add, and fill in the author fields. The Authority ID field is required; to determine the value to enter, you can consult an administrator of the endpoint system or compare with another document from the same author. The check boxes are for selecting authors for removal.
  To remove an author from the list, select the check box for that author, and select Remove.
7. To hide the advanced parameters, select Hide.
Select Initiate Search.

If you have selected Carequality as one of the endpoints but have not selected all the other available endpoints, you are prompted to accept a date range of -182 days (that is, from six months ago until today) or to specify a different date range. If you have selected all available endpoints, the Carequality date range defaults to -182 days automatically.

An entry showing your search status appears in theIn Progress pane. As the search progresses, the value in the Status column is updated.

When the search concludes, a new entry appears in the Completed pane. If you search multiple sources, a separate entry appears for each source. Depending on the endpoints selected, it can take a few minutes for each entry to appear. Carequality typically takes longer to respond than other endpoints.
Proceed to Select and Import Documents.