Document management
- Bridget Fritzke
- Lauren Ipsum (Unlicensed)
- Tom Flage (Unlicensed)
Owned by Bridget Fritzke
See: Emailing documents and Faxing documents for additional document options.
Upload documents
- 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.
- The Add document dialog will appear. In it, set the title, the document category, and optionally the other settings as well.
- 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
- 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 SAVE.Â
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 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 YES to confirm the operation.
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