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Linking a Scan to Referrals

Version 14.19
Path: Clinical or Practice Management tab > Document Management button

Overview

You will learn how to link a scanned item to a referral and complete the referral.

Scanning a Document and Attach to a Referral 

  1. Navigate to the Manage Documents window using the path above.
  2. Click the New Document button in the Manage Documents window.
  3. Scan or import the Document. The image(s) are displayed in the sketch panel.
  4. Move the Referral Letter from the Sketch Panel to the Thumbnail panel.
  5. Search for the patient using the Patient ID or Patient Name field in the document details panel.
  6. Select Referral Letter from the Item Type drop-down menu.

  1. Click the Item Category field. 
  2. Click the paper clip to attach the document. The Choose a Medical Record to Attach to a Consent Record window is displayed.
  3. In the Referral Letter tab, select the Referral to attach the scanned document and click the OK button. 

Note: If the Referral does not exist, click the Add button on the Choose a Medical Record to Attach to a Consent Record window and complete the Referral/Care Transitions Details window. Click here for detail information on writing a Referral.

  1. (Optional) If the scanned document is confidential, select a Privacy Level from the drop-down menu. 
  2. Select the name of the person who will review the referral from Addressed to drop-down menu.
  3. Select Status of original from the drop-down menu.
  4. Click the Save button.

Review a Scanned Referral Document

  1. Click Documents on the Main Navigation Panel.
  2. Click to highlight a patient in the Referral Letter type.
  3. Click the Patient Chart button and select Referrals/TOC.
  4. Click the scanner icon to the left of the referral to be reviewed.
  5. The scanned document appears in the Manage Documents window.
  6. Once the scanned document is reviewed, click the Mark Reviewed button then the OK + Close button. You are returned to the Referral / Care Transition List.
  7. Click to highlight the referral  you reviewed the scanned document, then click the Edit button.
  8. Select the Complete radio button in the Status panel.
  9. Click the Save button.
Version 14.10
Path: Smart Toolbar > Docs button

Overview

You will learn how to link a scanned item to a referral or transition of care record in this article.

Scanning a Document and Attach to a Referral Requisition

  1. Click the New Document button in the Manage Documents window.
  2. Scan or import the Document. The image(s) are displayed in the sketch panel.
  3. Move the Referral Letter from the Sketch Panel to the Thumbnails panel.
  4. Search for the patient from the Patient ID or Patient Name field in the document details panel.
  5. Select Referral Letter in the Item Type drop-down menu.

  1. Click the paper clip to the right of Item category field, the Choose a Medical Record to Attach to a Consent Record window is displayed.
  2. Select the Referral to attach the scanned document and click the OK button.

NoteIf the referral does not exist, click the Add button on the Choose a Medical Record to Attach to a Consent Record window and complete the Referral/Care Transitions Details window. Click here for detail information on writing a referral.
  1. (Optional) If the scanned document is confidential, select a Privacy Level from the drop-down menu. 
  2. Select the name of the person who will review the referral from Addressed to drop-down menu.
  3. Select Status of original from the drop-down menu.
  4. Click the Save button.