Manage Documents

Version 20.4

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

NumberSectionDescription
1
Patient FinderThe 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.
2
Search Records ButtonThis 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 ButtonThis button is used to input a new document into OP. 
4
Print ButtonThis button displays a drop-down menu with several print options.
5
Export ButtonThis button displays a drop-down menu with several export options.
6
Document List PanelThis panel Lists all documents that have scanned or imported into OP and associated with the selected patient.
7
Preview PanelThis panel displays a preview of the document selected in the Document List panel.
8
Document Controls ToolbarThis toolbar provides viewing and navigation functionality for the selected document as well as operational buttons.
9
Document Details PanelThis panel displays the details for the selected document. A Save and Cancel button is available in this panel when the user is in edit-mode.
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:
  • Image acquisition options and toolbar: Displays buttons used for scanning and importing documents into OP and other image management functions such as copy, paste, delete, etc.


  • Editing Tools (also available when Edit button is used): Displays an editing toolbar that includes buttons used to resize, rotate, zoom, crop, highlight, annotate, sign, etc.

  • Function buttons: The Save and Cancel buttons are used to Save a new or edited document or Cancel and close the window without saving.

Version 20.3

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 input into the OP software.

Manage Documents Map

NumberSectionDescription
1
Patient FinderThis is the Patient Finder used throughout the OP software.
2
Search Records ButtonClick this button to launch the Search for Documents window, an improved tool to searching for documents.
3
New Document ButtonClick this button to input a new document and displays the Acquisition panel and Editing tools.
4
Print ButtonClick this button to display a drop-down menu with several print options.
5
Export ButtonClick this button to display a drop-down menu with several export options.
6
Document List PanelLists all documents associated with the selected patient.
7
Thumbnails PanelDisplays thumbnails of each document selected in the Document List panel.
8
Preview PanelDisplays a preview of the content of the document selected in the Document List panel.
9
Document Controls ToolbarProvides viewing and navigation functionality for the selected document.
10
Document Details PanelDisplays the file-level details for the selected document.