Matching Documents

The follow process to access Unmatched documents from Location/Provider 

From a Location / Provider record:

1. Select Documents from menu.
2. Select Match next to document to be matched.
   1. The document records will display (this screen defaults to unmatched records).
3. Fill in the following details:
   1. Patient (or create new patient).
   2. Provider.
   3. Document Type - These are predefined values set up by your System Administrator.
   4. Document Status.
   5. Date of Document  – this is the date taken from the letter/document (not mandatory).
   6. Notes – Fill in who the letter is from / any other important info (this will display in the summary screen).
4. Select Update Document button.