The method for moving a Document from one patient to another depends on whether or not the Document was shared to the InteliChart Portal. Moving and deleting Documents is recorded in the Audit Trail.
To move a scanned document that has not been shared to the Patient Portal (InteliChart) to another patient:
- Navigate to and select the document in the patient's chart that has to be moved to another patient.
- Click the Edit button located in the toolbar.
- Click in the Patient ID field to search for and select the patient to which the document should be moved.
- Click the Save button.
- Click the OK button to confirm that it is OK to drop existing attachments from the current patient.
- In the Audit Trail window, select or enter a reason for the change.
- Click OK in the confirmation window.
To move a scanned document that has been shared to the Patient Portal (InteliChart):
Warning: This workflow involves the deletion of the Document. It is recommended to make sure you have either the original Document or a saved copy that you can import into the correct patient's chart before deleting it. Use the Save a Copy or Print button displayed when hovering over the Document to ensure you have a copy of the original.
|
- Navigate to and select the document in the patient's chart that has to be moved to another patient.
- Click the Delete button.
- Click YES to confirm you want to proceed by deleting the Document.
- In the Audit Trail window, select or enter a reason for the deletion.
- Click in the Patient ID field to search for and select the patient to which the document should be moved.
- Click the Save button.
- Click the OK button to confirm that it is OK to drop existing attachments from the current patient.
