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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## 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. | ||
## This is where the user can see existing documents that apply to the selected patient. | ## 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''' | ||
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### Alternatively, type 'Upload' in the search bar at the top of the page to navigate to the upload page. | ### Alternatively, type 'Upload' in the search bar at the top of the page to navigate to the upload page. | ||
## 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. | ## 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. | ||
### [[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. | ||
## Select the file you just uploaded. | ## Select the file you just uploaded. | ||
### [[File:file_list_nx.jpg|800px]] | |||
## You can now view, edit, send and share the files you uploaded. | ## 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. | ### Alternatively, Click the '''Chart''' button in the toolbar and select the patient that you wish to add the documents to their patient record. | ||
####[[File:file_list_chart_nx.jpg|800px]] | |||
[[File: | ### 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
- Navigate to the Documents Tab
- Locate and click on the 'Documents' tab on the left-hand side of the Patient Dashboard.
- This is where the user can see existing documents that apply to the selected patient.
- Upload Files
- To upload files to a patient chart, select the Transcription tab in the sidebar, and then select upload.
- Alternatively, type 'Upload' in the search bar at the top of the page to navigate to the upload page.
- 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.
- To upload files to a patient chart, select the Transcription tab in the sidebar, and then select upload.
- Return to Documents List
- Once you have selected the file, click the 'Return to List' button.
- Select the file you just uploaded.
- 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.
- Now the file will be attached to the patient record that you chose in their documents folder.
- Alternatively, Click the Chart button in the toolbar and select the patient that you wish to add the documents to their patient record.
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.