Document management
- Bridget Fritzke
- Lauren Ipsum (Unlicensed)
- Tom Flage (Unlicensed)
See: Emailing documents and Faxing documents for additional document options.
Upload documents
In the patient's Documents tab, click the status:Upload button and select the file you wish to upload. Alternatively, drag-and-drop a file into the Documents pane.
The Add document dialog will appear. In it, set the title, the document category, and optionally the other settings as well.
Click status:Save.
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.
When viewing a document, use the tool bar at the top of the screen to save, print, search, zoom, or rotate.
Printing documents
In the patient's Documents tab, right-click on the document and select Print.
Confirm the printing settings and complete the print.
Editing a document's title, category, status, description, or Display in audiology status
In the patient's Documents tab, right-click on the document and select Properties.
The Edit document properties dialog will appear. In it, make any changes needed.
Click status:Save.
Document categories can be configured at Setup > Documents > Categories.
Changing document status
In a patient's Documents tab, right-click on the document, select Change status, and select a new status from the Change status sub-menu.
Document statuses can be configured at Setup > Document > Status.
Downloading documents
In the patient's Documents tab, right-click on the document and select Download copy.
The Save dialog will appear. In it, choose a place to save the file, and name the file.
Click status:Save.
Deleting documents
In the patient's Documents tab, right-click on the document and select Delete.
The Confirm operation dialog box will appear. Click status:Yes to confirm the operation.