All the documents and images of a patient are available in the Documents tab of the Patient Demographics page. The same reports are available in the Doc. Mngt tab of EHR module as well. Categorization of documents aids in easy search and retrieval. To access the documents of a patient, follow the below-given steps.
1. Invoke Patient Menu from the Main Menu to search the patient (refer to Image 1). 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 (highlighted in Image 2) to open the Document Management page. The document management page has three main sections: Document Types, Documents list, and Document upload (refer to Image 3).
By default, the document list displays all the documents of the patient. (ALL is the default selection in the Document Types pane). Select another type from the Type list to list documents of the selected type. Each document has a view, edit, and delete option. The button is for viewing the document. The button is for editing the report, and the button is for removing the report from the system. Some files are not editable and hence do not have the badge. Also, a small icon is visible in the File name field of some documents. This icon indicates that the image is mapped to an EHR chart of the patient.
This section lists all the document types along with the number of patient files belonging to those categories. 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 Image 4. Either select Documents from the Open dialog box that appears or drag and drop them into the Upload Document area (refer to Image 4).
The following screenshot (Image 5) 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 before saving it (see Image 6).
Other information can also be updated if required. Click on the Save button to save the file into the Documents, and the saved file is listed as shown in Image 7.