Manage Documents Window

Version 14.8

Accessing the Manage Documents Window

Clicking the Docs button opens the Manage Documents window.

Number
Section
Description
1
Patient Finder
This is the Patient Finder used throughout the OP software.
2
Search Records Button
Clicking this button launches the Search for Documents window.
3
New Document Button
Clicking this button allows you to input a new document and displays the Acquisition panel and Editing tools.
4
Print Button
Clicking this button displays a dropdown list with several print options.
5
Export Button
Clicking this button displays a dropdown list with several export options.
6
Document List Panel
Lists all documents associated with the selected patient.
7
Thumbnails Panel
Displays thumbnails of each document selected in the Document List panel.
8
Preview Panel
Displays a preview of the content of the document selected in the Document List panel.
9
Document Controls Toolbar
Provides viewing and navigation functionality for the selected document.
10
Document Details Panel
Displays the file-level details for the selected document.



Note:   1-5 comprise the Global Options. Use these to open a specific patient’s documents and for searching for, creating, and exporting documents.

Number
Section
Description
11
Acquisition Panel
Provides the tools for acquiring a new document.
12
Sketch Panel
Holds inputted documents until they are moved to a patient's chart.
13
Editing Tools
Provides the basic document-level functionality for editing the selected document