Document Details Panel

Version 14.8


Note: This panel displays the information previously displayed on the Item tab and Note tab in previous versions of OP 14.

The Document Details panel is a vertical panel to the right of the Preview panel. OP 14 displays in the Document Details panel the document- and file-related details of the document selected in the Document List panel.

The Hide/Show Details button (highlighted above the Document Details panel) allows the end user to hide or show the Document Details panel. If the end user hides the Document Details panel, OP 14 uses that space to expand the Preview panel.


Note: The data fields are only editable when creating a new document or in Edit mode for an existing document.

The Document Details panel displays the following information:

Patient Information

  • Patient ID: This field replaces the Patient Number field in previous versions of OP 14. In Edit mode, it includes the Patient Search button and the Cancel button. Clicking the Patient Search button displays the Patient Directory. Clicking the Cancel button allows the end user to set the document so that it is not associated with any patient. OP 14 displays a confirmation message when selecting this option.
  • Patient Name: This field replaces the Identifier field in previous versions of OP 14.

Review Details

  • Item Type: This field replaces the Type of Item field in previous versions of OP 14. In Edit mode, this field includes the Item Type dropdown button that allows the end user to select an Item Type. The end user determines the options listed in this dropdown using the Document Types and Categories window. 
  • Item Category: This field replaces the Category field in previous versions of OP 14. In Edit mode, this field includes the Document Types and Categories button and the Attach button. Clicking the Document Types and Categories button opens the Document Types and Categories window. This window allows the end user to select an Item Category and to specify the options that the Item Category field offers. Clicking the Attach button displays the Choose a Medical Record to Attach to a Consent Record window, which allows the end user to attach documents while processing files (rather than having to do so after processing files).
  • Reviewed? checkbox: This field and checkbox replace the Was Item Reviewed? field and Yes/No radio buttons in previous versions of OP 14. Selecting this checkbox indicates that the selected document has been reviewed.
  • Reviewed by: Indicates the end user that reviewed the selected document.
  • Review date: This field replaces the Date Reviewed field in previous versions of OP 14.
  • Privacy level: In Edit mode, this field includes a dropdown menu with a list of Privacy Levels. This field replaces the Visibility Level field in previous versions of OP 14.
  • Notes: This field replaces the Item Note field in previous versions of OP 14.

Administrative Details

  • Creation Date: This field replaces the Item Date in previous versions of OP 14.
  • Created by: This new field indicates the end user that created the document in OP 14.  
  • Created Location: This field indicates the office location where the document was created. 
  • Correspondent: Clicking the ellipsis button in the Correspondent field opens the Address Book, which allows the end user to select a recipient with whom they want to link the document.
  • Addressed to: This field replaces the Addressee [Staff ID] field in previous versions of OP 14. This field indicates whom the end user is sending the document to for review. 
  • Status of Original: This field replaces the Status of Original Item field in previous versions of OP 14. This field indicates the status of the selected document. 
  • Last Updated: This field indicates the date the selected document was last updated.

Technical Details

  • Document ID: This field displays a document ID that OP 14 assigns.
  • Page Count: This field displays the total number of pages in the selected document.
  • Tech info: This field displays file type, number of pages, and document size.    
  • URL: This field displays the URL of the document, if it originated from a URL-based location.
  • File extension: This field indicates the file extension and is usually associated with the File Type field.
  • File type: This field was under the Notes tab in previous versions of OP 14 and indicates the type of file (such as PDF, JPG).
  • Storage Type: This field lists the database where the document is stored.