Screen Description

Use to manage all images (scanned or attached) stored in the patient record. Images can be classified by the following categories: Patient Details, Clinical or Billing. Sub categories can be created to better organize documents.


Access 


Through the Side Bar section: Click on the Documents button on the Side Bar of the Progress Note screen. Can't find the Documents button: Click on Settings button on the toolbar of the Progress Note screen, Select the Side Bar Settings option. Select the Documents item from the available items area on the right side of the screen and drag/drop into the items window on the lower left corner of any Side Bar category. Click on the Save button, in order to store the change. The Side Bar panel will refresh and the button will appear under the category where it was added.

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


Sections


Buttons

  • Refresh: Click to update screen. 
  • 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.


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


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.

  • 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 thiscreated under the Patient Details category.

  • Clinical: The options listed under this iconare created under the Clinical category.

          

  • Billing: The options listed under this iconare created under the Billing category.


  • Link (Advanced Search): Pressing the link will display the area, so you can perform advanced searches and select filters.

Note: Typing what you want to search and pressing the Enter key.


  • Tabla: In this section, you will be viewing all the patient's documents and images saved. They will be classified in the following categories: Patient Details, Clinical and Billing. It is extremely important that to view all documents and images, the filters are not set. this section, you will be viewing all the documents and images saved from the patient. They will be classified in the following categories: Patient Details, Clinical and Billing. It is extremely important that to view all documents and images, the filters are not set.

            

  • Display: Section where you can view the selected document, on the right side of the screen.

            

  • Botones del (Display): Section to enlarge and edit the selected document. Select the image in the table on the left and press the different buttons.

           

  • Zoom: When pressed, the Windows Photo Viewer screen will be displayed, to display the image much larger.
  • Edit: Pressing it will bring down the image editing screen, called Edit File Details.