Version 20.13
About
To streamline workflow, documents may be shared to the Patient Portal and/or reviewed within a Visit Note. It is important to note when marking a document reviewed or sharing to the Patient Portal, the action must be complete on the date of the visit. If either of these actions occurs on a date different than the date of the visit, they will not appear on the Summary.
Mark a Document as Reviewed
- Within an Encounter or Well Visit Note, click Documents.
- From the Documents Panel, click to select a document.
- Click the Mark Reviewed button.
- The Confirmation window displays; click Yes to mark the document reviewed.
- A confirmation window displays, click Yes to count the document towards MDM or No if the document should not be counted towards MDM. This step is only relevant for Encounter Visit Notes.
Note: When a document is marked as reviewed, a DOCUMENTS heading is added to the Summary and all documents reviewed will be listed.
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Share a Document to the Patient Portal
- Within an Encounter or Well Visit Note, click Documents.
- From the Documents Panel, click to select a document.
- Click the Edit button.
- In the Document Detail Panel, click the Shared To Portal checkbox.
- Click into the Portal Exp Date field, confirm the date the document will expire on the Patient Portal.
- Click the Save button.
Note: When a document is marked to share to the portal, within the DOCUMENTS heading of the Summary, and documents shared will be listed.
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