All the documents and images pertaining to a patient are available in the Documents tab of the Patient Demographics page. The same documents are available in the Doc. Mngt tab of EHR module as well. The documents/images are categorized into different types for easy search and retrieval.
Invoke Patient Menu from the Main Menu to search the patient. Patient search can be done using Patient Last Name, First Name, Patient Insurance, SSN, Home Phone, MR# or DOB (Date of Birth) .
Select the appropriate Patient from the search result and go to the patient’s demographics.
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.
This is a list of all the documents of the patient belonging to the type selected in the Document Type pane. If ALL is selected from the Document Type, then all the documents of the patient are displayed. For each document, view, edit and delete options are provided. The button is for viewing the document. The button is for editing the document and the button is for deleting the document from the system. Some files are non editable and hence do not have the button. In addition, a small icon is visible in the File name field of some documents. This indicates that the image has been mapped to an EHR chart of the patient.
This section lists all the document types created in the system along with the number of files of the patient belonging to the type. New Document types can be created in the system using the button in the Document Type pane.
This section is for uploading documents onto the system. Click on the area highlighted in Red in the below screen shot. Documents can be either selected from the Open dialog box that appears or Drag the file into the Upload Document area and drop it.
The following illustrates the steps in selecting files to be uploaded into the system.
Click on Open button to upload the file.
Once the file is uploaded, fill up the mandatory fields such as File Name, Document Type and Provider before saving it.
Other information can also be updated if required. Once it is completed, Click on Save button to save the file into the Documents and the saved file is listed as shown below.