Document Manager
All the documents and images of a patient are available in the Documents tab of the Patient Demographics page. Categorization of documents aids in easy search and retrieval. To access the documents/images of a patient, follow the below-given steps.
How to Access Documents
1. Invoke Patient Menu from the Main Menu to search for the patient. Patient search can be done using Patient Last Name, First Name, Patient Insurance, SSN, Home Phone, MR#, or DOB (Date of Birth).
2. Select the appropriate Patient from the search result and go to the patient’s demographics.
3. Once the patient demographic page opens, invoke the Documents tab to open the Document Management page. The document management page has three main sections: Document Types, Documents list, and Document upload (refer to Image 1).
Documents Manager Screen
Documents List:
When the screen opens up, all documents of the patient are listed in the listing pane. Select a doc type from the Doc Type list on the left pane to list documents of the selected type. Forms filled from Kiosk are also accessible from here and are available under SIGNED_FORMS doc type.
By default, the document list displays all the documents of the patient. Select a doc type from the Type list to list documents of the selected type. Forms filled from Kiosk are also accessible from here and are available under SIGNED_FORMS doc type.
The Doc. Date displayed here is the date entered when saving the file.
Editing Files in the Doc Manager
Users can edit the document date, description, file name, and document type.
To make changes, double-click on a row and click Update when done.
Document e-Sign
Our enhanced document manager provides various ways to work with patient documents. Users can sign documents electronically, share them with patients, and mark them as review completed. The view button 
beside the document when clicked, opens the document, as shown in the image below.
- Added a new Share with Patient option, letting users mark documents that can be shared with their patients.
- Users can use the Sign Electronically option to sign documents. When a document is signed, the remarks section will show who signed it and when.
- Users can mark a document as reviewed using the Mark as Reviewed check box.
- The document can be printed using the print icon provided in the top-right corner.
- The document list in the middle pane will show each document’s review, share, and signed status; see Image 3.
Document Types:
The doc types that have patient files associated will be displayed here. New Document types can be created in the system using the 
button in the Document Type pane.
Document Upload:
This section is for uploading documents onto the system. Click on the drag-and-drop area in Image 5. Either select documents from the Open dialog box that appears or drag and drop them into the area.
A camera button is also provided, whereby users can quickly open the camera on their device and capture live images.
The following screenshot (Image 8) illustrates the steps in selecting files to be uploaded into the system.
Click on the Open button to upload the file.
Once the file is uploaded, fill up the mandatory fields, such as File Name, Document Type, and Provider.
Provider Defaulting: When a user opens the document manager screen from within the EHR, the provider field will automatically default to the rendering provider listed in the patient’s chart. If it is opened from the Patient Demographics, the field will pick the rendering provider assigned to the patient on the demographics page. If opened from within the WorkQueue or the Collection Manager, the provider field will be automatically filled based on information from the claim.
Note: To scan documents, use the ‘Scan’ option beside the ‘Upload Document’. On clicking ‘Launch’ in the Scan tab, the scanner application will open, through which you can scan the patient’s insurance card and other documents.