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Retrieve a signed provider note

Retrieve a signed provider note

Last updated: Nov 6, 2024
IMPLEMENTATION
HEALTH TECH VENDOR
PRODUCT OWNER

You can use this API action to review a list of related documents when searching for a provider’s note for a patient.

Use cases 

This API action may be a good fit for your organization if you perform any of these use cases:

  • Read notes to pre-populate a patient’s progress in the EHR system (e.g., natural language processing).
  • Perform follow-up services after a patient visit.
  • Use notes for charging for durable medical equipment.

Supported systems

You can use this API action with the Redox FHIR® API.

Your connection's system can return results with their own FHIR® or query-based API. 

Things you need to know

Action steps

Prerequisites

The following actions must be completed before attempting the steps below.

Steps

Retrieve a list of signed provider notes within a date range

We recommend combining this step with the step for retrieving a signed provider note. Here's why: If you don't have a specific document ID or enough criteria to narrow your search for a particular note, you could search for a list of potentially related notes instead. You can review the list to see which note is most relevant, then use the document ID to retrieve that note.

For this type of use case, complete this step first, then perform the action step for retrieving a signed provider note.

This table has notes about how to use parameters for this action step specifically, but it's not exhaustive. Refer to the DocumentReference schema for more details.

Query parameter
Required for this step
Notes
_elements
Y
We recommend using this FHIR® search parameter to hone the search results that are returned. With this parameter, you can specify a comma-separated list of elements you want to retrieve.
We recommend at least entering subject,masterIdentifier,date,type,context. That way you have enough data to identify which note you want from the list without cluttering the results with the actual note contents. You can retrieve the note's contents with your next search.
Learn more about FHIR® search parameters.
patient.identifier
Y
You must include at least one identifier for the patient that the EHR system uses.
date
Y
This specifies when the DocumentReference resource was created for the signed provider note. You can define a date range using _lt and _gt parameters to narrow down the results to the most likely matches.

Your search returns a list of notes with their identifiers, date, context, or other fields you requested. Copy the identifier of the note that looks most relevant to you, then complete the step for retrieving a signed provider note

DocumentReference/_search
Query
bash
1
curl 'https://api.redoxengine.com/fhir/R4/redox-fhir-sandbox/Development/DocumentReference/_search' \
2
--request POST \
3
--header 'Authorization: Bearer $API_TOKEN' \
4
--header 'Content-Type: application/x-www-form-urlencoded' \
5
--data-urlencode 'date=gt2012-09-11T00:00:00.000Z' \
6
--data-urlencode 'patient=Patient/81c2f5eb-f99f-40c4-b504-59483e6148d7' \
7
--data-urlencode '_elements=id,subject,masterIdentifier,date,type,context'
Response
json
1
{
2
  "id": "89ea252d-e275-4946-925e-3dd99bcf4143",
3
  "type": "searchset",
4
  "entry": [
5
    {
6
      "search": {
7
        "mode": "match",
8
        "score": 1
9
      },
10
      "resource": {
11
        "id": "b76ca79e-0432-453b-bfc1-63785a5b4313",
12
        "date": "2022-05-15T00:00:00.000Z",
13
        "type": {
14
          "text": "Counseling Note",
15
          "coding": [
16
            {
17
              "code": "47042-7",
18
              "system": "http://loinc.org"
19
            }
20
          ]
21
        },
22
        "context": {
23
          "period": {
24
            "end": "2022-05-15T11:00:00.000Z",
25
            "start": "2022-05-15T10:00:00.000Z"
26
          },
27
          "encounter": [
28
            {
29
              "reference": "Encounter/89bbf996-385a-4549-89eb-d6c449a16d19",
30
              "identifier": {
31
                "value": "123000001",
32
                "system": "urn:redox:redox-fhir-sandbox:VIS",
33
                "extension": [
34
                  {
35
                    "url": "https://fhir.redoxengine.com/StructureDefinition/identifier-origin",
36
                    "valueString": "RedoxAPI"
37
                  }
38
                ]
39
              }
40
            }
41
          ]
42
        },
43
        "subject": {
44
          "reference": "Patient/81c2f5eb-f99f-40c4-b504-59483e6148d7"
45
        },
46
        "resourceType": "DocumentReference",
47
        "masterIdentifier": {
48
          "value": "urn:uuid:75cb4ad4-e5f9-4cd3-8750-eb0011223300",
49
          "system": "urn:ietf:rfc:3986"
50
        }
51
      }
52
    },
53
    {
54
      "search": {
55
        "mode": "match",
56
        "score": 1
57
      },
58
      "resource": {
59
        "id": "c8d1ac17-0811-4515-a27b-d72ca898e388",
60
        "date": "2022-05-15T00:00:00.000Z",
61
        "type": {
62
          "text": "Counseling Note",
63
          "coding": [
64
            {
65
              "code": "47042-7",
66
              "system": "http://loinc.org"
67
            }
68
          ]
69
        },
70
        "context": {
71
          "period": {
72
            "end": "2022-05-15T11:00:00.000Z",
73
            "start": "2022-05-15T10:00:00.000Z"
74
          },
75
          "encounter": [
76
            {
77
              "reference": "Encounter/89bbf996-385a-4549-89eb-d6c449a16d19",
78
              "identifier": {
79
                "value": "123000001",
80
                "system": "urn:redox:redox-fhir-sandbox:VIS",
81
                "extension": [
82
                  {
83
                    "url": "https://fhir.redoxengine.com/StructureDefinition/identifier-origin",
84
                    "valueString": "RedoxAPI"
85
                  }
86
                ]
87
              }
88
            }
89
          ]
90
        },
91
        "subject": {
92
          "reference": "Patient/81c2f5eb-f99f-40c4-b504-59483e6148d7"
93
        },
94
        "resourceType": "DocumentReference",
95
        "masterIdentifier": {
96
          "value": "urn:uuid:75cb4ad4-e5f9-4cd3-8750-eb0011223300",
97
          "system": "urn:ietf:rfc:3986"
98
        }
99
      }
100
    }
101
  ],
102
  "total": 2,
103
  "resourceType": "Bundle"
104
}

Retrieve a signed provider note

You can do this step on its own if you already have the document ID for the signed provider note you're searching for. Or, you can do this as a secondary step after locating the document ID from the step to retrieve a list of document notes within a date range.

This table has notes about how to use parameters for this action step specifically, but it's not exhaustive. Refer to the DocumentReference schema for more details.

Query parameter
Required for this step
Notes
identifier
Y
This is the primary identifier for the signed provider note that you're searching for.
patient.identifier
Y
You must include at least one identifier for the patient that the EHR system uses.

Your search returns the specific note you're looking for.

DocumentReference/_search
Query
bash
1
curl 'https://api.redoxengine.com/fhir/R4/redox-fhir-sandbox/Development/DocumentReference/_search' \
2
--request POST \
3
--header 'Authorization: Bearer $API_TOKEN' \
4
--header 'Content-Type: application/x-www-form-urlencoded' \
5
--data-urlencode 'patient=Patient/81c2f5eb-f99f-40c4-b504-59483e6148d7' \
6
--data-urlencode 'identifier=urn:ietf:rfc:3986|urn:uuid:75cb4ad4-e5f9-4cd3-8750-eb103042999f'
Response
json
1
{
2
  "id": "9b70f27c-4c03-49f2-8000-041d44cd10c6",
3
  "type": "searchset",
4
  "entry": [
5
    {
6
      "search": {
7
        "mode": "match",
8
        "score": 1
9
      },
10
      "resource": {
11
        "id": "e90d4c17-c77e-47da-8253-413fb11b1458",
12
        "date": "2012-09-12T00:00:00.000Z",
13
        "meta": {
14
          "lastUpdated": "2022-10-07T16:42:04.470Z"
15
        },
16
        "type": {
17
          "text": "Consult Note",
18
          "coding": [
19
            {
20
              "code": "11488-4",
21
              "system": "http://loinc.org"
22
            }
23
          ]
24
        },
25
        "author": [
26
          {
27
            "reference": "Practitioner/dbed0f85-e3cd-47ac-9305-3f629e138832"
28
          }
29
        ],
30
        "status": "current",
31
        "content": [
32
          {
33
            "attachment": {
34
              "data": "PD94bWwgdmVyc2lvbj0iMS4wIiBlbmNvZGluZz0iVVRGLTgiPz48dGV4dD48cGFyYT5oZWxsbyB3b+",
35
              "contentType": "text/xml"
36
            }
37
          }
38
        ],
39
        "subject": {
40
          "reference": "Patient/81c2f5eb-f99f-40c4-b504-59483e6148d7"
41
        },
42
        "category": [
43
          {
44
            "coding": [
45
              {
46
                "code": "CDA",
47
                "system": "urn:redox:document_kind"
48
              }
49
            ]
50
          }
51
        ],
52
        "description": "Community Health and Hospitals: Health Summary",
53
        "resourceType": "DocumentReference",
54
        "masterIdentifier": {
55
          "value": "urn:uuid:75cb4ad4-e5f9-4cd3-8750-eb103042999f",
56
          "system": "urn:ietf:rfc:3986"
57
        }
58
      }
59
    },
60
    {
61
      "search": {
62
        "mode": "match",
63
        "score": 1
64
      },
65
      "resource": {
66
        "id": "a0840dbe-d054-433b-b729-27972f9a2dbc",
67
        "date": "2012-09-12T00:00:00.000Z",
68
        "meta": {
69
          "lastUpdated": "2022-10-07T16:42:04.479Z"
70
        },
71
        "type": {
72
          "text": "Consult Note",
73
          "coding": [
74
            {
75
              "code": "11488-4",
76
              "system": "http://loinc.org"
77
            }
78
          ]
79
        },
80
        "author": [
81
          {
82
            "reference": "Practitioner/dbed0f85-e3cd-47ac-9305-3f629e138832"
83
          }
84
        ],
85
        "status": "current",
86
        "content": [
87
          {
88
            "attachment": {
89
              "data": "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",
90
              "contentType": "application/json"
91
            }
92
          }
93
        ],
94
        "subject": {
95
          "reference": "Patient/81c2f5eb-f99f-40c4-b504-59483e6148d7"
96
        },
97
        "category": [
98
          {
99
            "coding": [
100
              {
101
                "code": "Clinical Summary Patient JSON",
102
                "system": "urn:redox:document_kind"
103
              }
104
            ]
105
          }
106
        ],
107
        "description": "Community Health and Hospitals: Health Summary",
108
        "resourceType": "DocumentReference",
109
        "masterIdentifier": {
110
          "value": "urn:uuid:75cb4ad4-e5f9-4cd3-8750-eb103042999f",
111
          "system": "urn:ietf:rfc:3986"
112
        }
113
      }
114
    }
115
  ],
116
  "total": 2,
117
  "resourceType": "Bundle"
118
}

Retrieve a signed provider note for one encounter

You can retrieve a note about a patient encounter with an encounter ID instead if you don't have the document ID. You can do this step independently of the other steps.

This table has notes about how to use parameters for this action step specifically, but it's not exhaustive. Refer to the DocumentReference schema for more details.

Query parameter
Required for this step
Notes
patient.identifier
Y
You must include at least one identifier for the patient that the EHR system uses.
encounter
Y
This is the identifier for the encounter associated with the provider note, which provides context for the signed provider note.

Your search returns the signed note from the specific encounter.

DocumentReference/_search
Query
bash
1
curl 'https://api.redoxengine.com/fhir/R4/redox-fhir-sandbox/Development/DocumentReference/_search' \
2
--request POST \
3
--header 'Authorization: Bearer $API_TOKEN' \
4
--header 'Content-Type: application/x-www-form-urlencoded' \
5
--data-urlencode 'patient=Patient/81c2f5eb-f99f-40c4-b504-59483e6148d7' \
6
--data-urlencode 'encounter-identifier=urn:redox:redox-fhir-sandbox:VIS|123000001'
Response
json
1
{
2
  "id": "9a463331-85ea-47b6-8a82-cac12846b1cc",
3
  "resourceType": "Bundle",
4
  "type": "searchset",
5
  "entry": [
6
    {
7
      "resource": {
8
        "resourceType": "DocumentReference",
9
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