Document management

Owned by Bridget Fritzke
Last updated: Sept 14, 2020 by Lauren Ipsum (Unlicensed)
2 min read
See: Emailing documents and Faxing documents for additional document options.

Upload documents

  1. In the patient's Documents tab, click the UPLOAD button and select the file you wish to upload. Alternatively, drag-and-drop a file into the Documents pane.
  2. The Add document dialog will appear. In it, set the title, the document category, and optionally the other settings as well.
  3. Click 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

  1. In the patient's Documents tab, right-click on the document and select Print.
  2. Confirm the printing settings and complete the print.

Editing 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.
  3. Click 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

  1. In the patient's Documents tab, right-click on the document and select Download copy.
  2. The Save dialog will appear. In it, choose a place to save the file, and name the file.

  3. Click SAVE.

Deleting documents

  1. In the patient's Documents tab, right-click on the document and select Delete.
  2. The Confirm operation dialog box will appear. Click YES to confirm the operation.
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