Handling Inbox Documents

Click on an inbox item to open it up in the document view.

Document View

Screen_Shot_2023-03-01_at_11.38.56_AM.png

Document Actions

Along the top of the document display are some actions you can execute for the inbox item such as:

Screen_Shot_2023-03-02_at_10.40.48_AM.png

Acknowledge - Marks the document as acknowledged, removes the items from your inbox and will automatically bring you to the next inbox item.

Recall - Will execute multiple actions at once when selected, including sending a message, tickler and acknowledging the item. Each action can be customized manually or a template used. The recall template can be made from the inbox settings.

File - Will remove the item from your inbox and mark the item as 'Filed' rather than 'Acknowledged'.

Forward - Sends a document to another provider. Forwarded providers will appear in the viewing history in the bottom-left corner of the display as well as their acknowledgment status.

Screen_Shot_2023-03-02_at_10.57.03_AM.png

Message - Attaches a message to the item being viewed which can be sent to another member of the clinic. The drop-down menu displays the attached messages of the item.

Tickler - Creates a task attached to the item being viewed which can be assigned to another member of your clinic.

Tracker - Sets a time limit for an expected document to be completed it will turn red when the item is overdue so you can be made aware to follow up if you have not received the completed item yet.

Preventions - A direct path to add a prevention from the document view for the patient. You are also able to set the 'Next Dtae' for the prevention and view the patient's prevention history.

Screen_Shot_2023-03-02_at_10.46.10_AM.png

Labelling Inbox Items

To the left of the document are a variety of tags that can be assigned to the document such as the:

Category
Document Type
Service Date
Associated Notes

Click on any field to add or edit the labels assigned to the document.

Annotate

There are a variety of tools to use to annotate the document under the action toolbar at the top of the display. You can add text, shapes, images and a signature just to name a few. Hover over each option to find out what it does.