How To: Download DynamicNPI Search Reports

Summary

This article explains how to generate and manage Instant Search Reports for Dynamic NPI searches. Each report contains essential details such as search criteria, user and organization information, results, notes, and status updates. NPI reports additionally display a comprehensive list of primary sources and their corresponding results. Reports can be generated for all Instant Search types, including any searches that return no results.
 

Watch this 2 minute video on DynamicNPI Instant Search System Reports 

Best Practice

To maintain accuracy and ensure audit readiness, users are encouraged to rename reports for easier reference and to follow their department’s established audit documentation practices. Reports should be generated after Internal Review Status updates have been updated or once all search results have been reviewed and resolved. 

For details on how to add an Internal Review Status, please reference the following articles:

• How To: Add a Review Status for DynamicNPI Issue Found
• How To: Add a Review Status For Name and SSDMF Searches

Reporting for NPI Searches

After completing an NPI search, the Generate Report button will appear in the right corner of the screen. 

By clicking the Generate Report button, the Individual Search Report dialog box will appear. This allows you to select whether or not you would like to include license screenshots in your report. After selecting the report type, click Create Report in the bottom right corner. The report will begin to download. Be sure to save the report according to your department's audit readiness guidelines. 

An NPI Search Report includes the date the report was generated, the user who generated it, and the organization name, which appears in the top-right corner of the report. It also lists all primary sources used in the search and their corresponding results. Additionally, the footer of the NPI search report contains all Federal, State, and Other Lists Checked. A sample NPI report (without screenshots) is included below:

PII Statement

All information contained in Instant Search reports is deemed to be PRIVATE, CONFIDENTIAL, and PROPRIETARY. Storage and use of information of PII or PHI must be limited to authorized business purposes and shall comply with company policies, requirements, and guidelines.