Patient Documents: Difference between revisions

Latest revision as of 15:58, 20 June 2025

Managing Patient Documents

The Documents tab serves as a secure, centralized repository for storing patient-related files, such as signed consent forms, treatment plans, and scanned records. It allows clinicians and administrative staff to upload, view, manage, and associate documents with specific patient records.

Tutorial – Managing Patient Documents – Learn how to upload, assign, and organize patient files.

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How to Upload a Document

Step 1: Navigate to the Documents Tab

From the patient dashboard, click on the Documents tab in the left-hand sidebar.
This section displays all files currently associated with the selected patient.

**Documents Tab** – View all patient-associated files in one place.

Step 2: Upload Files

To begin uploading, navigate to the Transcription tab in the sidebar and click Upload.
Alternatively, use the search bar at the top of the page and type Upload to access the file uploader.
Drag your file(s) into the designated dropzone area, or click to manually select files from your device.
(Optional) Add a description, assign a folder, and set a priority level for organizational purposes.

**File Upload Interface** – Drag and drop or select files for upload.

Step 3: Return to Documents List

After uploading, click Return to List to go back to the documents view.
Select the newly uploaded file from the list to preview or manage it.

**Documents List** – Manage newly uploaded files.

Step 4: Assign File to Patient Chart

To attach a file to a patient record, click the Chart button in the top toolbar.
Select the appropriate patient from the list.

**Chart Tool** – Choose the patient to assign the file to.

The document will now appear in the selected patient’s document folder under their chart.

**Document Added** – File now visible under patient’s Documents tab.

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Key Features

Secure Storage – All documents are encrypted and stored in compliance with data protection and healthcare regulations.
Easy Access – Search and filter tools help you locate files quickly within a patient’s chart.
Organized Structure – Files are organized by type, date, and folder for efficient retrieval and record-keeping.

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For best results, ensure that uploaded files follow naming conventions and are categorized appropriately for reporting and audits.

@@ Line 1: / Line 1: @@
-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.
+== Managing Patient Documents ==
+The '''Documents''' tab serves as a secure, centralized repository for storing patient-related files, such as signed consent forms, treatment plans, and scanned records. It allows clinicians and administrative staff to upload, view, manage, and associate documents with specific patient records.
+<div style="text-align:center; margin: 1.5em 0;">
+[[File:howto_documents.mov|thumb|center|600px|'''Tutorial – Managing Patient Documents''' – Learn how to upload, assign, and organize patient files.]]
+</div>
+---
 === How to Upload a Document ===
-# '''Navigate to the Documents Tab'''
-## Locate and click on the 'Documents' tab on the left-hand side of the Patient Dashboard.
-[[File:docs_nx.jpg|800px]]
-# '''Upload Files'''
-## In the 'Documents List' section, click on the 'Upload Files' button in the top right corner of the page.
-# '''Select File for Upload'''
-## A new screen will appear, prompting you to select the file you wish to upload.
-## 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:Uploads.jpg|800px]]
-# '''Return to Documents List'''
-## Once you have selected the file, click the 'Return to List' button.
-# '''View Uploaded Document'''
-## The uploaded document will now appear in the 'Documents List', where you can view, download, or manage it as needed.
+==== Step 1: Navigate to the Documents Tab ====
+# From the patient dashboard, click on the '''Documents''' tab in the left-hand sidebar.
+# This section displays all files currently associated with the selected patient.
+<div style="text-align:center; margin: 1em 0;">
+[[File:patient_file_none_nx.jpg|thumb|center|600px|'''Documents Tab''' – View all patient-associated files in one place.]]
+</div>
-[[File:PatientDashboard UploadTest.jpg|800px]]
+----
+==== Step 2: Upload Files ====
+# To begin uploading, navigate to the '''Transcription''' tab in the sidebar and click '''Upload'''.
+# Alternatively, use the search bar at the top of the page and type '''Upload''' to access the file uploader.
+# Drag your file(s) into the designated dropzone area, or click to manually select files from your device.
+# (Optional) Add a description, assign a folder, and set a priority level for organizational purposes.
+<div style="text-align:center; margin: 1em 0;">
+[[File:upload_nx.jpg|thumb|center|600px|'''File Upload Interface''' – Drag and drop or select files for upload.]]
+</div>
+----
+==== Step 3: Return to Documents List ====
+# After uploading, click '''Return to List''' to go back to the documents view.
+# Select the newly uploaded file from the list to preview or manage it.
+<div style="text-align:center; margin: 1em 0;">
+[[File:file_list_nx.jpg|thumb|center|600px|'''Documents List''' – Manage newly uploaded files.]]
+</div>
+----
+==== Step 4: Assign File to Patient Chart ====
+# To attach a file to a patient record, click the '''Chart''' button in the top toolbar.
+# Select the appropriate patient from the list.
+<div style="text-align:center; margin: 1em 0;">
+[[File:file_list_chart_nx.jpg|thumb|center|600px|'''Chart Tool''' – Choose the patient to assign the file to.]]
+</div>
+# The document will now appear in the selected patient’s document folder under their chart.
+<div style="text-align:center; margin: 1em 0;">
+[[File:patient_file_nx.jpg|thumb|center|600px|'''Document Added''' – File now visible under patient’s Documents tab.]]
+</div>
+---
 === 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.
+* '''Secure Storage''' – All documents are encrypted and stored in compliance with data protection and healthcare regulations.
-* '''Organized''': Documents are organized by type and date, making it easy to manage patient records.
+* '''Easy Access''' – Search and filter tools help you locate files quickly within a patient’s chart.
+* '''Organized Structure''' – Files are organized by type, date, and folder for efficient retrieval and record-keeping.
+---
+For best results, ensure that uploaded files follow naming conventions and are categorized appropriately for reporting and audits.