You must have Clinical User, Clinical Assistant, or Patient Viewer permissions to perform these tasks.

Documents

Users are able to attach documents and reports for the patient. See Patient Compliance and Compliance Report for more information about Compliance Reports.

Attach Document

To attach a document for a patient:

1. Click the Patients tab.
   The Patient search and a list of all patients displays.

2. Select whether to search by the patient's Name, External ID, Patient reference or Device serial number.

Note:  Once the category to search by is selected, that option will remain the default search option for the remainder of the user's login.  It will return to the system-wide default upon the next login. 

3. When either the Search by Name, External ID or Patient reference are selected as the main search criteria, expanded search options are available.  Click the More options link located beneath the Search field.

The Date of birth, Postal code and Phone number search fields are displayed, which allows for more detailed searching.  

4. Enter the main search item in the upper Search field and, if desired, enter the expanded search information in the respective Search field, then click the Search button.

Based on entered information, relevant patients display.

Note:  When searching by Date of birth, the entered date cannot be in the future and must be in the correct date format as displayed beneath the field.

Note:  When searching by Postal code, the entry must be an exact match for the data entered into the Search field.

Note:  When searching by Phone number, only numeric text is allowed in the Search field and the entry must be an exact match for the entered data in order to be displayed in the Patients list.

Note:  The Search button is disabled until valid search criteria is entered into one or more of the additional search fields.

5. Double-click the desired patient name to open the Patient window.

Patient information displays.

6. Click the Documents tab.

The Documents list displays.

7. Click the Attach Document button.

The Upload Document window displays.

8. Enter a document Title.

Note: The title should help users identify the document's content. It can be edited after the document has been uploaded.

9. Click the Choose button to locate a document to upload.

The Open window displays.

10. After locating the desired document, click on it then click the Open button.

The Upload document window displays with the selected file name listed.

11. Click the Upload button.

Document uploads to Care Orchestrator.

Note: Document must be in PDF format.

Edit Document Title

1. Click the Edit button at the right of a document's information, update the document's Title, and click the Save button.

Title is updated.

Remove Document

1. Click the - button at the right of a document's information.
   Delete Document window displays.

2. Confirm you want to delete the document.
   Document removed from Care Orchestrator.

Upload to an External System

Note:  In order to utilize this functionality, an external service subscription must be created and assigned to the patient, which can be seen on the Patient Identity tab.

1. Click Documents.

This displays a list of available documents, the type of document (i.e., form, diagnostic report, therapy report), the date the document was added, the user name of who added the document, and some action icons.

2. Click the Upload EMR button.

This displays the Upload to EMR pop up.

Note:  The Upload EMR button only appears when EMR integration is enabled in external services.

3. Click the Upload button.

A green confirmation banner indicating the document was successfully sent to EMR is displayed across the top portion of the window.

If the upload is unsuccessful, a yellow error banner indicating failure to send the document to EMR is displayed across the top portion of the window.

 

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