Review a Patient's Documents

Version 14.19
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.

Version 14.10
Path: Smart Toolbar > Docs button 

Overview

This page will instruct you on how to review patient's scanned records.

View the Patient's Documents

  1. In the Manage Documents window, locate the patient in the Search box .  The Patient Directory will appear.
  2. Select the patient to view the patient's images.  The images will appear in the thumbnails pane, displaying the last item that was input into OP 14.

Number
SectionDescription
1
Thumbnails PanelDisplays thumbnails of each document selected in the Document List panel.
2
Preview PanelDisplays a preview of the content of the document selected in the Document List panel.
  1. Select the image to view it in the Preview pane.
  2. When you are finished viewing the image, close the window.

From the Event Chronology

  1. Open the Event Chronology by clicking on the Chron button .
  2.  Choose the patient from the Patient Directory. 
  3. Scanned items will appear with a scanner icon under the View column. 
  4. To view only scanned items, locate the Record Type column. Click on the drop-down arrow in the column heading for Record Type, and select Scanned items from the dropdown menu.