Manage Documents

Version 14.19

About Manage Documents 

Path: Clinical tab > Document Management button
Path: 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 ButtonClicking this button launches the Search for Documents window, an improved tool to searching for documents.
3
New Document ButtonClicking this button allows you to input a new document and displays the Acquisition panel and Editing tools.
4
Print ButtonClicking this button displays a dropdown list with several print options.
5
Export ButtonClicking this button displays a dropdown list 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.
Version 14.10

About Manage Documents 

Path: Smart Toolbar > Docs button

The Manage Documents window contains the functions to review and manage documents that were input into OP 14.

Manage Documents Map

NumberSectionDescription
1
Patient FinderThis is the Patient Finder used throughout OP 14.
2
Search Records ButtonClicking this button launches the Search for Documents window, an improved tool to searching for documents.
3
New Document ButtonClicking this button allows you to input a new document and displays the Acquisition panel and Editing tools.
4
Print ButtonClicking this button displays a dropdown list with several print options.
5
Export ButtonClicking this button displays a dropdown list 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.