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Tip
See: Emailing documents and Faxing documents for additional document options.

Upload documents

  1. Navigate to In the patient's documents tab.
  2. Click the Upload button.
  3. Select the file from your computer.
  4. In the Add document window,
    1. Type in a title
    2. Select a category from the drop down menu
    3. Optionally, add a description
    4. Select a status from the drop down menu
      Image Removed
  5. Click Save.

Viewing documents

  1. On the Patient browser tab, open the patient's file.
  2. Click the Documents tab.
  3. Right-click on a document.
  4. Select View.
    Image RemovedDocuments tab, click the 
    Status
    titleUpload
     button and select the file you wish to upload. Alternatively, drag-and-drop a file into the Documents pane.
  5. The Add document dialog will appear. In it, set the title, the document category, and optionally the other settings as well.
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  6. Click 
    Status
    titleSave
    .


Viewing documents

In a patient's Documents tab, right-click on the document and select View. Alternatively, double-click on the document. A view of the document will open in a new tab.

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Note
When viewing a document, use the tool bar at the top of the screen to save, print, search, zoom, or rotate.

Printing documents

  1. On the Patient browser tab, open the patient's file.
  2. Click the Documents tab.
  3. RightIn the patient's Documents tab, right-click on a document.Select the document and select Print.
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  4. Confirm the printing settings and complete the print.

Editing

document titles, categories, and descriptions
  • On the Patient browser tab, open the patient's file.
  • Click the Documents tab.
  • Right-click on a document.
  • Select Properties.
  • In the Edit document properties dialog box, adjust the Title, Category, and Description or Status as needed.
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    a document's title, category, status, description, or Display in audiology status

    1. In the patient's Documents tab, right-click on the document and select Properties.
    2. The Edit document properties dialog will appear. In it, make any changes needed.
      Image Added
    3. Click
      Status
      titleSave


    Tip

    Document categories can be configured at Setup > Documents > Categories.

    Changing document status

  • On the Patient browser tab, open the patient's file.
  • Click the Documents tab.
  • Right

    In a patient's Documents tab, right-click on

    a document.Select

    the document, select Change status

    and click on the desired status option

    , and select a new status from the Change status sub-menu.

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    Tip

    Document statuses can be configured at Setup > Document > Status.

    Downloading documents

    1. On the Patient browser tab, open In the patient's file.Click the Documents tab.Right, right-click on a document.Select the document and select Download copy.
    2. The Save dialog will appear. In the Save dialog box, enter a Save In location and File Name.Image Removedit, choose a place to save the file, and name the file.

      Image Added
    3. Click
      Status
      titleSave
      .

    Deleting documents

    1. On the Patient browser tab, open the patient's file.
    2. Click the Documents tab.
    3. RightIn the patient's Documents tab, right-click on a document.Click the document and select Delete.
    4. In the The Confirm operation dialog box , click Yes to proceedwill appear. Click 
      Status
      titleYes
       to confirm the operation.


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