[ Help Main ] > [Mian Navigation Bar] > [Documents] > Document Manager

 

Purpose: The document manager is a central location where you can access :

  1. Clinical Images
  2. Files
  3. Labs
  4. Nursing Notes
  5. Office Notes
  6. Phone Messages
  7. Procedures
Based on the specified criteria

 

Filter: You can limit the documents you want to view by:

  1. Document Class (i.e., Clinical Images)
  2. Category (applicable to clinical images, files, but note document classes such as office notes)
  3. Subcategory same as Category
  4. Patient the document is associated with
  5. User the document is associated with
  6. Whether is has been reviewed
  7. It’s size in bytes (applicant to clinical images and files only)
  8. Date (document was created/dos/etc.)
  9. A description search which is a substring search.

 

Grouping:

  1. You can group the document results by as many of the “grouping by” options as you wish.

  2. You can move the “grouping by” options to the grouping order by selecting one or more of them and then click the add arrow.

  3. Once in the “grouping order” you can remove the grouping options by clicking on the red X or reorder them by changing the number selected in the dropdown to the right of the grouping option.

  4. Click the filter button to move on to see the filtered results in “DOCUMENT MANAGER”.

  5. Another option you have is the saved filter settings are that are user/group/system level which is maintained in the blue box on top of the filter.

  6. If you select the first option “Filter Settings:” this will clear out the filter and the groupings.

  7. If you click save when “Filter Settings:” is selected, you will receive a prompt for a setting name and a new setting will be created.

  8. If you click save when a setting is selected, then it will overwrite the saved settings with the current ones.

  9. Rename and Delete buttons will appear if you have a setting selected.

  10. The share with group button will appear if a setting that is selected is a user level setting.

  11. By default, new settings are saved on a user level.

  12. The stored filter settings store both the filter parameters and the grouping order elements.

 

Document Manager:

  1. The show filter button will show the filter in a dhtml window where you can view the current filter settings, change them, and refilter them if you choose to.

  2. If you chose no groupings, you will see a table in the left frame. If you click on any of the rows in the table, the right frame will be populated with the selected document.

  3. If you click on the column headers in the table, the table will sort based on the column. The odd number of times you click on the header, it will sort in ascending order, on the even number of times, it will sort in descending order.

  4. If you click on column A, column A is sorted in ascending order. If you then click on column B, the table will sort first by column B in ascending order then on column A in ascending order.

  5. If you chose groupings, you will see blue circles with groupings. If you click the circle to expand the grouping, you will see subgroupings/a table with the grouping order not in the column list.

  6. If you click on the rows in the tables, the right frame will be populated with what has been selected. Same situation as the table explanation above.

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