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To refresh the contents of the folders simply click the refresh button (
) in the title bar.
| Loaded Patients | Contains any patients you've done a lookup on or retrieved all documents for. You can remove a patient from this list by clicking the remove icon ( If you want to clear the folder and remove all patients you can click on the clear icon ( |
|---|---|
| Unreviewed | Contains patients that have unreviewed documents. Selecting documents from this folder will give you the option to mark the document as reviewed. A Max of 50 unreviewed documents will appear in the list. To see new results you must mark results as reviewed once they have been actioned. |
| Further Review | Contains patient documents that have been parked. A document can be parked by clicking the 'Park' document action button.
Documents in this folder can only be accessed by the provider who made the original 'Park' request. To remove a document from this folder click the 'Unpark' document action button.
|
Documents
The Documents section will list all the documents for the selected patient that correspond to the folder the patient is in. For example if you select a patient in the Unreviewed folder, all unreviewed documents for that patient will be listed.
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- Pressing the space bar while viewing a document will scroll the document and then move to the next in the list.
Document Actions
| Park | Adds the document to the Further Review sidebar folder. |
|---|---|
| Unpark | Removes the document from the Further Review sidebar folder. |
| History | Loads the transaction history of the document. |
| Allows you to print the document. | |
| Mark as Reviewed | This button is only visible when viewing a document from within the Unreviewed sidebar folder. It will mark the document as reviewed. |
| All Documents | This button will show up when viewing a document from any sidebar folder except the Loaded Patients folder. When clicked it will load all the documents for the patient of the currently selected document. |
Viewing documents in grid
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Bulk Actions
You can select multiple documents in the grid and then perform an action on the selection. Currently the bulk actions available are:
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- You can hide or show columns via the grid menu (
) which can be accessed by clicking the far button on the grid. - You can drag to re-order columns. The position of columns will be remembered.
- You can reset the grid layout by choosing Reset View from the grid menu.
Understanding the report
| Date | The date the document was created. |
|---|---|
| Patient | Patient name. SURNAME, First name (Date of Birth) |
| Recipient | The provider the document was addressed to. |
| Report Title | The document title. |
| Author | The provider that authored the document. |
| To Practice | The server name of the practice that the document was sent to. This is generally the practice name. |
| Status | The status of the document. The most common are;
|
| Delivery Type | The software of the recipient that received the document. |
| Delivered | This is a timestamp for when the document was delivered. It does not necessarily mean that the document has been viewed or reviewed - only that it has been delivered. If this field is blank then the document has not been delivered. |
| Reviewed | The document has been marked as reviewed at the receiver's end. This column will only be populated if the receiver's Delivery Type is EQUATORDXTRAY. If not then it's best to look at the ACK column for an indication if the document has been acknowledged. |
| ACK | This column allows you to know whether or not the document has been acknowledged. To see what each icon in this column means; refer to the ACK Legend that can be found in the top right. Hover your mouse over each icon for a description. |
| View | Clicking the icon in this column will display the document. |
Viewing documents in the report
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