Patient Documents: Difference between revisions

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The 'Documents' tab serves as a repository for the patient's important documents. This can include signed consent forms, treatment plans, and other relevant medical records. It provides a secure and organized space to store and retrieve documents as needed for ongoing patient care and administrative purposes.
The 'Documents' tab serves as a repository for the patient's important documents. This can include signed consent forms, treatment plans, and other relevant medical records. It provides a secure and organized space to store and retrieve documents as needed for ongoing patient care and administrative purposes.
[[File:howto_documents.mov|800px]]




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# '''Navigate to the Documents Tab'''
# '''Navigate to the Documents Tab'''
## Locate and click on the 'Documents' tab on the left-hand side of the Patient Dashboard.
## Locate and click on the 'Documents' tab on the left-hand side of the Patient Dashboard.
## [[File:docs_nx.jpg|800px]]
## This is where the user can see existing documents that apply to the selected patient.
###[[File:patient_file_none_nx.jpg|800px]]
 
 
# '''Upload Files'''
# '''Upload Files'''
## In the 'Documents List' section, click on the 'Upload Files' button in the top right corner of the page.
## To upload files to a patient chart, select the Transcription tab in the sidebar, and then select upload.
# '''Select File for Upload'''
### Alternatively, type 'Upload' in the search bar at the top of the page to navigate to the upload page.
## A new screen will appear, prompting you to select the file you wish to upload.
## Then either drag your files in to the dropzone or click to select the desired files to upload. Optionally, you can specify the folder, set the priority, and add a description for the document.
## You can drag and drop the file into the designated area or click to browse and select the file from your device. Optionally, you can specify the folder, set the priority, and add a description for the document.
### [[File:upload_nx.jpg|800px]]
## [[File:upload_nx.jpg|800px]]
 
# '''Return to Documents List'''
# '''Return to Documents List'''
## Once you have selected the file, click the 'Return to List' button.
## Once you have selected the file, click the 'Return to List' button.
# '''View Uploaded Document'''
## Select the file you just uploaded.
## The uploaded document will now appear in the 'Documents List', where you can view, download, or manage it as needed.
### [[File:file_list_nx.jpg|800px]]
 
## You can now view, edit, send and share the files you uploaded.
 
### Alternatively, Click the '''Chart''' button in the toolbar and select the patient that you wish to add the documents to their patient record.
[[File:PatientDashboard UploadTest.jpg|800px]]
####[[File:file_list_chart_nx.jpg|800px]]
### Now the file will be attached to the patient record that you chose in their documents folder.
####[[File:patient_file_nx.jpg|800px]]


=== Key Features ===
=== Key Features ===

Latest revision as of 11:10, 31 October 2024

The 'Documents' tab serves as a repository for the patient's important documents. This can include signed consent forms, treatment plans, and other relevant medical records. It provides a secure and organized space to store and retrieve documents as needed for ongoing patient care and administrative purposes.


How to Upload a Document

  1. Navigate to the Documents Tab
    1. Locate and click on the 'Documents' tab on the left-hand side of the Patient Dashboard.
    2. This is where the user can see existing documents that apply to the selected patient.


  1. Upload Files
    1. To upload files to a patient chart, select the Transcription tab in the sidebar, and then select upload.
      1. Alternatively, type 'Upload' in the search bar at the top of the page to navigate to the upload page.
    2. Then either drag your files in to the dropzone or click to select the desired files to upload. Optionally, you can specify the folder, set the priority, and add a description for the document.
  1. Return to Documents List
    1. Once you have selected the file, click the 'Return to List' button.
    2. Select the file you just uploaded.
    3. You can now view, edit, send and share the files you uploaded.
      1. Alternatively, Click the Chart button in the toolbar and select the patient that you wish to add the documents to their patient record.
      2. Now the file will be attached to the patient record that you chose in their documents folder.

Key Features

  • Secure Storage: All documents are stored securely to ensure patient confidentiality and compliance with data protection regulations.
  • Easy Access: Quickly locate and retrieve any document from the patient's file with a user-friendly interface.
  • Organized: Documents are organized by type and date, making it easy to manage patient records.
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