Description

This screen handles all the images, scanned or stored in a folder, associated with the patient. Images can be classified into the following categories: Patient Details, Clinical or Billing. Categories can be configured, in order to organize images, in a structured format. Photo patient, health plan cards, consent forms, advance directives and lab results are among the images, which can be stored within this screen.   


Access


Through Main Menu

  • Click on the Patients button, in the Main Menu. 
  • Select a patient and then click on the Documents button, located at the top of screen.

Through QuickLinks 

  • Click on the QuickLinks text, located at the top of the screen in Main Menu and select the Patients option. 
  • Once in the Patients screen, select a patient and then click on the Documents button, located at the top of screen. 

Through Appointments 

  • Click on the Appointments button, located in Main Menu. 
  • Once in the Appointments screen, select patient and then click on Patients Details button, located in the Side Panel section. 
  • In the Patients screen click on Documents button, located at the top of screen. 


Configuration

 There are several areas that need to be configured to maximize the benefits of the added functionality:

  • Consent Forms: Consent forms are added in the Templates option of the Office menu of the Settings module. Select the General master category and the Consent Forms sub-category. See: Settings / Office / Templates.
  • Certificates: Same as Consent Forms, Certificate templates are also added in the Templates screen. Select the General master category and the Certificates sub-category. See: Settings / Office / Templates.


Sections


Buttons

  • Print: Allows to print the selected document.  
  • Export: Export the selected documents to a computer drive or folder.
  • Consent Forms: Displays the available consent forms.
  • Certificates: Displays the available certificates.
  • Referrals: Open the referrals screen. This screen is used to store referrals received from other physicians (I. E. Primary Care Physician).
  • Add: Click to store new documents / images.
  • Previous: Return to the previous screen.
  • Filter / Search bar:  Filter the types of documents to display: Patient Details, Clinical and/or Billing.

  • The options displayed in each of these drop down menus are configured in the General settings option in the General menu of the setting screen. Click on the Doc. Types button on the toolbar. See Settings / General / General. Three main areas that will be displayed in this screen:

    • Patient Details: The options listed under the Patient Details category .

  • Clinical: The options listed under the Clinical category.

  • Billing: The options listed under the Billing category.


  • Advanced Search: Click on the hyperlink to open the search bar. Enter search criteria and press Enter to start your search.


  • Table grid: Displays all of the available documents or images for the selected patient. It's important to note that in order to view all documents, make sure to remove any filter.


  • Information: Displays the information which identifies date, time and user of who registered and / or updated it.   


  • Display: Document viewer.  


  • Buttons on the Document viewer.


  • Zoom: Click to expand with Windows Photo Viewer.
  • Edit: Click to edit the classification and storage details.



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