Learn how to review the clinical documents that are available in your database.
Review Available Clinical Documents
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Click on the Clinical/Charting module.
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Click Add.
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A document selection window will appear.
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This is a current listing of the available documents in your database.
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Client: Click on the picklist button to the far right to select a client.
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This window will provide a listing of clients in your database.
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Choose a client name.
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When testing, please use a testing client such as Test A Client.
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Program: If applicable, select a program from the drop-down.
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Program may or may not be required based on your database.
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If you are testing dataflow, be sure to use the same program.
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If the chosen client is not associated with a program, none will be available.
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Click the radio button to the left of the clinical document you want to review.
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Click OK.
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A new window will open that includes the online version of the clinical document for you to review.
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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.
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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.