DataArk® User Tips & Tricks: 8 Ways to Make ROI/HIM Workflows Work Easier

1. Flag Sensitive Patient Data

• Display or Hide Patient Social Security Numbers: Display or hide a Social Security Number in the patient banner.
• Add/View ‘Notes’ to Patient Records: Include or see record notes for a patient visit or individual record
• Apply Watermark and Global Headers: Automatically add watermark text to all records printed from ‘Find Clinical.’ Add a global header with patient identifiers on all pages of the ROI.
• Set a “Break the Glass” Flag: For patients/accounts requiring attestation on access attempts, enable a ‘lightbox’ that users must acknowledge before accessing the record. You can also require users to enter reasons for access and/or create a DataArk HIPAA log entry to document access acknowledgment and reasons, if needed.

2. Manage Patient Records Efficiently

• Add a New Patient: Create the patient record including the name, date of birth, MRN, and MPI number.
• Edit a Patient MPI (Master Patient Index) record: Edit master patient records in the clinical module.
• Merge Patient Records: Link patient records to create a merged patient record, which can also be unmerged.

3. Correct Patient Records Quickly and Accurately

• Record Corrections: Change record status to Addend, Amend, or Strike-Through.
• Import Documents: Import documents to a newly created patient record. Import additional documents to an existing patient record.
• Move Visits: Move a visit from one patient to another.
• Move Records: Move records from one account to another for the same or a different patient.

4. Streamline ROI Workflows

• Document ROI Request Reasons: Collect recipient information and reason for request (if configured).
• Add an ROI Cover Page Disclaimer: Add a cover page disclaimer to the ROI cover page.
• Remove ROI Request: Remove ROI requests easily.
• ROI Setup-Grids (ROI Accounts): Adjust column options in the Accounts grid in the ‘New ROI’ Request Wizard.
• ROI Request Templates: Create templates for frequently used ROI requests by enabling access to administrators within the ROI Request Wizard.

5. Customize the ROI Format to Fit Your Needs

• Add a Patient Header: Add patient/facility/site information to pages of your ROI response.
• Add a ROI Footer: Add a footer to your ROI response.
• Include a Facility Address: Add the address, city, state, and zip code as a customized header for an ROI release.
• Add Separator Pages and Specify Sort Order: Include separator pages between accounts, DataArk categories, or both in responses. Sort pages based on your specified order, which is dependent on the separator page configuration.

6. Manage Accounts Placed on Legal Hold

• Streamline Account Management: Add, view, or manage accounts placed on legal hold through the dashboard.
• Lock Down Accounts: Freeze accounts you specify from being modified, moved, or deleted.

7. Process Purge Requests with Ease

• Setup and Manage Rules for Purge Requests: Set rules for purge requests and enable authorized users to authorize or reject purge action over accounts. Allow users with access to view records and status of the purge request.

8. Automatically Generate Reports for Compliance and Audits

Create and send reports: Create custom audit and legal reports and generate print-ready PDFs. Send reports directly to different types of requirements—whether for internal auditing, legal teams, or physician review.

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