Viewing Documents

Search for a patient.
Click Show.
In the Main Menu, click Documents.
The Documents screen will display with the following sub-menu tabs:
1. Reported
2. Requested
3. Follow-up
4. Complete
5. Deleted
The summary screen will also display any previously uploaded documents.
Information fields for each document are:
1. Provider: This is the related Provider, if any, that the document relates to (for small clients this may be the main specialist).
2. Location
3. Type
4. Date of Document: The date associated with the document (can be edited).
5. Notes: Add any additional information (e.g., sender of the document, subject, etc.).
6. Updated At
Click Show to view additional document details. See table below for more information.
Other document options include:
1. Edit
2. Complete
3. Follow-up
4. Delete

Field	Description
Patient	This will default to the select patient details
Provider	This is the related Provider, if any, that the document relates to (for small clients this may be the main specialist)
Location*
Document Type*	This is the subject/ category of the docucment i.e. Referral letter, General letter (Document Types are set by your System Administrator)
Document Status*	This can be Reported, Requested, Follow up, Complete or Deleted
Date of Document	This is a editable field which the date from within the document can be set
Notes	Use this field to add any useful information i.e Who the Document is from? i.e. GP ?or Subject of the document
Uploaded Document

Viewing Document Locations

From the Dashboard, click on Locations.
Click on the name of a location.
In the Main Menu, click Documents.
1. The Documents screen will display with the following sub-menu tabs:
  1. Unmatched Results
  2. Documents (matched results)
The Documents screen will default to the unmatched results.