Document management

Categorizing documents (v4.8.0)

We have implemented an enhanced workflow within the Documents tab, enabling documents to be organized into folders according to their designated Category. This updated structure streamlines document management by grouping related files, thereby improving both searchability and efficiency. Additionally, documents can now be easily moved between categories using a drag-and-drop feature.

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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.

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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.

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Printing documents

1. In the patient's Documents tab, right-click on the document and select Print.
   
   

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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.
   
   

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3. Click Save. 

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.

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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.
   
   

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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.

Permanently delete documents (v4.8.0)

1. In the patient's Documents tab, select the Deleted option to access all previously removed documents.

2. R-click a previously removed document and select delete permanently.

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