Review a Patient's Documents

Version 20.15

Overview

A patient's scanned documents can be viewed from several areas of OP.

View Documents from the Patient Chart

  1. Navigate to the patient chart: Clinical, Practice Management, or Billing tab > Patient Chart button.
  2. Search for and select the patient.
  3. Click Documents in the Window Navigation Panel. The patient's scanned items are displayed.
  4. (Optional) Use the Dates radio button options to view 1 month, 1 year, or All scans. All is selected, by default.

View Documents from the Search for Documents Window

  1. Navigate to the Search for Documents window: Clinical or Practice Management tab > Document Management button > Search button.
  2. Search for and select the patient.
  3. (Optional) Use the Dates radio button options to view scans dated today, for the past week, for the past month, All, or for a custom date range. All is selected, by default.
  4. Click the Search button. The patient's scanned items are displayed.
  5. Click to select the item to view. A thumbnail can be viewed by clicking the Thumbnails tab located in the Preview panel.

View Documents From the Medical Records

  1. Navigate to Medical Records: Clinical tab > Medical Records button.
  2. Click OK.
  3. If not already selected, search for and select the patient.
  4. Select a Report Criteria option.
  5. (Optional) Use the Report Dates radio button options to view All records, the latest specific number of months' records, or records for a custom date range. Latest 12 months is selected, by default.
  6. Click the Search button. Scanned items are displayed with a scanner icon in the View column. 
  7. To view only scanned items, hover over the Record Type column header, click the Filter icon, and select Scanned items from the drop-down menu.

View Documents from an Unfinalized Well or Encounter Visit Note

  1. Navigate to the Patient Chart: Clinical, Practice Management, or Billing tab > Patient Chart button
  2. Search for and select the patient. 
  3. Click Encounters or Well Visits, select the Note and click the Open Note button.
  4. Click Documents to view all documents saved to the patient record.
  5. To view documents attached to a referral.
  1. Click Referrals/TOC.
  2. Select the scanner icon  to view the document attached to the referral.
  1. To view documents attached to a diagnostic test.
  1. Click Diag Tests.
  2. Select the scanner icon , in the Orders/Results panel, to view the document attached to the diagnostic test.
Version 20.14
Path: Clinical or Practice Management tab > Document Management button

Overview

A patient's scanned documents can be viewed from several areas of OP.

View Documents from the Patient Chart

  1. Navigate to the patient chart: Clinical, Practice Management, or Billing tab > Patient Chart button.
  2. Search for and select the patient.
  3. Click Documents in the Window Navigation Panel. The patient's scanned items are displayed.
  4. (Optional) Use the Dates radio button options to view 1 month, 1 year, or All scans. All is selected, by default.

View Documents from the Search for Documents Window

  1. Navigate to the Search for Documents window: Clinical or Practice Management tab > Document Management button > Search button.
  2. Search for and select the patient.
  3. (Optional) Use the Dates radio button options to view scans dated today, for the past week, for the past month, All, or for a custom date range. All is selected, by default.
  4. Click the Search button. The patient's scanned items are displayed.
  5. Click to select the item to view. A thumbnail can be viewed by clicking the Thumbnails tab located in the Preview panel.

View Documents From the Medical Records

  1. Navigate to Medical Records: Clinical tab > Medical Records button.
  2. Click OK.
  3. If not already selected, search for and select the patient.
  4. Select a Report Criteria option.
  5. (Optional) Use the Report Dates radio button options to view All records, the latest specific number of months' records, or records for a custom date range. Latest 12 months is selected, by default.
  6. Click the Search button. Scanned items are displayed with a scanner icon in the View column. 
  7. To view only scanned items, hover over the Record Type column header, click the Filter icon, and select Scanned items from the drop-down menu.