Version 21.0
 This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page. |
About Manage Documents
Path: Clinical or Practice Management tab > Document Management button
The Manage Documents window contains the functions to review and manage documents that were scanned or imported into OP.
Manage Documents Map
| Number | Section | Description |
1 | Patient Finder | The Patient Finder is used to search for and select the patient whose documents the user wants to view. This is the same Patient Finder used throughout OP. Click the drop-down to the right of the Patient Directory button to see a picklist of the last 5 charts that were closed. |
2 | Search Records Button | This button is used to launch the Search for Documents window where a user can enter search criteria to locate a document that had been scanned or imported into OP. |
| 3 | New Document Button | This button is used to input a new document into OP. |
4 | Print Button | This button displays a drop-down menu with several print options. |
5 | Export Button | This button displays a drop-down menu with several export options. |
| 6 | Document Controls Toolbar | This toolbar provides viewing and navigation functionality for the selected document as well as operational buttons. |
| 7 | Document Details Panel | This panel displays the details for the selected document. Save and Cancel buttons are available in this panel when the user is in edit mode. |
8 | Preview Panel | This panel displays a preview of the document selected in the Document List panel. |
9 | Document List Panel | This panel lists all documents that have been scanned or imported into OP and associated with the selected patient. Here, you can also find the Dates, EFR, and expand grid options. |
10 | Refresh Button | The Refresh button allows users to refresh the screen after entering their Emergency Override credentials. |
Other Window Functions | (Not included in Map above) | When the user clicks the New Document button, the Document List Panel is replaced with options for acquiring and saving a new document into OP. Other options are also made available in the window:
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Version 20.18
This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page. |
About Manage Documents
Path: Clinical or Practice Management tab > Document Management button
The Manage Documents window contains the functions to review and manage documents that were scanned or imported into OP.
Manage Documents Map
| Number | Section | Description |
1 | Document List Panel | This panel lists all documents that have been scanned or imported into OP and associated with the selected patient. Here, you can also find the Dates, EFR, and expand grid options. |
2 | Refresh Button | The Refresh button allows users to refresh the screen after entering their Emergency Override credentials. |
3 | Patient Finder | The Patient Finder is used to search for and select the patient whose documents the user wants to view. This is the same Patient Finder used throughout OP. |
4 | Search Records Button | This button is used to launch the Search for Documents window where a user can enter search criteria to locate a document that had been scanned or imported into OP. |
5 | New Document Button | This button is used to input a new document into OP. |
6 | Print Button | This button displays a drop-down menu with several print options. |
7 | Export Button | This button displays a drop-down menu with several export options. |
8 | Document Controls Toolbar | This toolbar provides viewing and navigation functionality for the selected document as well as operational buttons. |
9 | Document Details Panel | This panel displays the details for the selected document. Save and Cancel buttons are available in this panel when the user is in edit mode. |
10 | Preview Panel | This panel displays a preview of the document selected in the Document List panel. |
Other Window Functions | (Not included in Map above) | When the user clicks the New Document button, the Document List Panel is replaced with options for acquiring and saving a new document into OP. Other options are also made available in the window:
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