Screen Description

Utilize this system to manage all images, whether scanned or attached, stored in the patient record. Images can be categorized as Patient Details, Clinical, or Billing. Additionally, subcategories can be established to further organize documents.


Access 


Through the Side Bar section: To access the Documents in the Progress Note screen, click on the Documents button in the Side Bar. If the Documents button is missing, click on the Settings button on the Progress Note screen's toolbar, then choose the Side Bar Settings option. From the available items on the right, select Documents and drag it to the items window in the lower left corner under any Side Bar category. Afterward, click Save to apply the changes. The Side Bar will update, and the Documents button will be displayed in the chosen category.

Through the Search section: Click on the Search button, located on the left side of the screen, and then select the Documents button.


Sections


Buttons

  • Refresh: Click to update screen. 
  • Export: Transfer the chosen documents to a specified drive or folder on the computer.
  • Consent Forms: Displaying available consent forms.
  • Certificates: Displays the available certificates.
  • Referrals: Access the referrals screen. This screen serves to record referrals received from other physicians, such as a Primary Care Physician.
  • Add: Click here to save new documents and images.
  • Previous: Return to the previous screen.
  • Filter / Search bar: Filter the document types to be displayed: Patient Details, Clinical, and/or Billing.


  • Advanced Search: To initiate a search, click on the hyperlink to reveal the search bar. Then, input your search criteria and press Enter to commence the search.


Configuration

Several areas require configuration to fully leverage the benefits of the new functionality:

  • Consent Forms: Consent forms can be added through the 'Templates' option located in the 'Office' menu of the 'Settings' module. Choose the 'General' master category followed by the 'Consent Forms' sub-category. Refer to: Settings > Office > Templates.
  • Certificates: Similar to Consent Forms, Certificate templates have been included in the Templates screen. Choose the General master category followed by the Certificates sub-category. Refer to: Settings > Office > Templates for more details.

                                                                           

  • The options shown in each dropdown menu can be configured via the General Settings option found in the General menu of the settings screen. To access this, click on the 'Doc. Types' button located on the toolbar. Navigate to Settings > General > General to view the three main areas displayed on this screen.

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

  • Clinical: The options displayed under this icon are categorized under Clinical.

          

  • Billing: The options displayed under this icon are categorized under Billing.


  • Link (Advanced Search): Clicking the link will reveal the area, allowing you to conduct advanced searches and apply various filters.

Note: Type what you wish to search for and press the Enter key.


  • Tabla: In this section, you can access all saved documents and images of the patient. These are organized into the following categories: Patient Details, Clinical, and Billing. To ensure that all documents and images are viewable, it is crucial that no filters are applied.

            

  • Display: The section for viewing the selected document is located on the right side of the screen.

            

  • Botones del (Display): To enlarge and edit the selected document, choose the image from the table on the left and click the various buttons.

           

  • Zoom: When pressed, the Windows Photo Viewer will display the image in a much larger format.
  • Edit: Pressing it will open the image editing screen, known as 'Edit File Details'.