Version 20.15
Overview
A patient's scanned documents can be viewed from several areas of OP.
View Documents from the Patient Chart
- Navigate to the patient chart: Clinical, Practice Management, or Billing tab > Patient Chart button.
- Search for and select the patient.
- Click Documents in the Window Navigation Panel. The patient's scanned items are displayed.
- (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
- Navigate to the Search for Documents window: Clinical or Practice Management tab > Document Management button > Search button.
- Search for and select the patient.
- (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.
- Click the Search button. The patient's scanned items are displayed.
- 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
- Navigate to Medical Records: Clinical tab > Medical Records button.
- Click OK.
- If not already selected, search for and select the patient.
- Select a Report Criteria option.
- (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.
- Click the Search button. Scanned items are displayed with a scanner icon in the View column.
- 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
- Navigate to the Patient Chart: Clinical, Practice Management, or Billing tab > Patient Chart button
- Search for and select the patient.
- Click Encounters or Well Visits, select the Note and click the Open Note button.
- Click Documents to view all documents saved to the patient record.
- To view documents attached to a referral.
- Click Referrals/TOC.
- Select the scanner icon to view the document attached to the referral.
- To view documents attached to a diagnostic test.
- Click Diag Tests.
- 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
- Navigate to the patient chart: Clinical, Practice Management, or Billing tab > Patient Chart button.
- Search for and select the patient.
- Click Documents in the Window Navigation Panel. The patient's scanned items are displayed.
- (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
- Navigate to the Search for Documents window: Clinical or Practice Management tab > Document Management button > Search button.
- Search for and select the patient.
- (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.
- Click the Search button. The patient's scanned items are displayed.
- 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
- Navigate to Medical Records: Clinical tab > Medical Records button.
- Click OK.
- If not already selected, search for and select the patient.
- Select a Report Criteria option.
- (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.
- Click the Search button. Scanned items are displayed with a scanner icon in the View column.
- 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.