Learn how to review the clinical documents that are available in your database.
Review Available Clinical Documents
-
Click on the Clinical/Charting module.
-
Click Add.
-
A document selection window will appear.
-
This is a current listing of the available documents in your database.
-
-
Client: Click on the picklist button to the far right to select a client.
-
This window will provide a listing of clients in your database.
-
-
Choose a client name.
-
When testing, please use a testing client such as Test A Client.
-
-
Program: If applicable, select a program from the drop-down.
-
Program may or may not be required based on your database.
-
If you are testing dataflow, be sure to use the same program.
-
If the chosen client is not associated with a program, none will be available.
-
-
Click the radio button to the left of the clinical document you want to review.
-
Click OK.
-
A new window will open that includes the online version of the clinical document for you to review.
-
Online vs. Print View
There are two components to your clinical documents:
- Online Version: The goal of the online version is to be easy to fill out and provide the most options possible.
- Print View: The goal of the print view is to look professional and contain the needed information for the printed version of the document.
- Once a clinical document is saved the print option will be available in the lower-left corner of the document.
- There can be more than one print view.