Clinical Work: Documents

Version 20.18

This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page.

About Clinical Work: Documents

Path: Main Navigation Panel > Documents (Clinical group)

The Clinical Work window contains the Documents tab. The Documents tab displays documents that have not yet been reviewed by the assigned user. Documents are displayed based on the selections made in the Scope field. Selected documents in this window can be reviewed and edited in the Manage Documents window.

Clinical Work: Documents Map

Number
SectionDescription
1
Document List gridThe Documents List grid displays documents based on the selections made in the Scope field.
2Select All checkboxThe Select All checkbox selects the checkbox for all documents.  
3Review/Edit buttonThe Review/Edit button opens the Manage Documents window for the selected documents in the Document list grid. Doing this will allow you to review or edit a document.

4

Print buttonThe Print button prints the Document record list displayed in the Document List grid.

5

Scope
  • Scope radio buttons are used to determine whose Documents are displayed in the grid. The selection of the Unassigned radio button will allow the Practice to easily search for documents with no assigned staff member. Users must have Messaging_Allow_View_All_Messages permission in their profile to see the Scope field.
  • Dates radio buttons are used to determine the list of Documents that are displayed in the grid.
  • The Include EFR checkbox can be selected to include confidential Documents in the grid.
6Type/Category fieldsThe Type and Category free-type fields will help users narrow their search for specific documents. 

Users must press Tab on their keyboard to start the search process.

7Pagination iconsThe pagination icons are used to move to pages within the selected window.
Version 20.17

This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page.

About Clinical Work: Documents

Main Navigation Panel > Documents (Clinical group)

The Clinical Work window contains the Documents tab. The Documents tab displays documents that have not yet been reviewed by the assigned user. Documents are displayed based on the selections made in the Scope field. Selected documents in this window can be reviewed and edited in the Manage Documents window.

Clinical Work: Documents Map

Number
SectionDescription
1
ScopeThe Scope field narrows the parameters for the displayed tab. The Dates group will allow you to narrow the list of documents displayed in the Document List grid. Users must have Messaging_Allow_View_All_Messages permission in their profile to see the Scope field.

2

Review/Edit buttonThe Review/Edit button opens the Manage Documents window for the selected documents in the Document list grid. Doing this will allow you to review or edit a document.

3

Print buttonThe Print button prints the Document record list displayed in the Document List grid.

4

Document List gridThe Documents List grid displays documents based upon the selections made in the Scope field.
5Pagination iconsThe pagination icons are used to move to pages within the selected window.