How to upload Documents
Documents can be uploaded to a Common Library or attached to a specific Patient. 1. How to Upload Documents to a Common Library a. Documents Library Click +Add New b. The Document window will open. Click on Browse and select one or more files that you need to upload. Alternatively, you can also Drag & Drop the files on this page AssignFew readersHow to use Document Manager from inside the EMR
Clinicea gives you the option to manage common Clinic Documents and send them as attachments via Email to Patients or External Contacts like Referring Doctors, Labs etc. The Documents once uploaded, can be accessed by Clinic Staff and can be used for all Patients via the Document Library. For Example: Let us assume you need to send out a Pre and Post Treatment Guideline to one of your Patients via Email. You can upload the Document for this Patient and send it by Email. The Document then getsFew readersHow to search for Documents that are common to the Clinic
How to search for Documents that are common to the ClinicFew readersHow to search for Patient specific Documents
How to search for Patient specific DocumentsFew readersHow to Sign a Document
Let us now move on to see how a document can be signed off by a Practitioner. Let us assume that Dr. Roger Millers is logged in and wants to see what are the pending documents for review and then sign them off. 1. Go on to Documents Pending Signing. Pending Signing would show the list of documents that are in the queue to be reviewed and signed. 2. Click on the Pen icon to sign the document. You may need to Preview the document before signing it. (https://storage.cFew readersHow to use the Print Queue
As a Practitioner, you can write letters, prescriptions and more, and then send those documents for printing at your front desk. This saves you time. Let us see how. How can a Practitioner send Documents to the Print Queue Ex: Dr. Roger Millers wants to send the patient’s prescription to the print queue. Open the Patient’s Chart Click Save & Print Send to Print. This will send the document to the Print Queue in the Document Manager. (https://storage.crisp.chat/users/helpdeFew readersHow can a Nurse send documents and visits for Signing
A nurse can go about completing her tasks. Whichever tasks need signing by the Practitioner will be identified by Clinicea and sent for review to the Practitioner automatically. Nothing extra needs to be done by the Nurse. This is driven based on the permissions you have given to the nurse. Let us best understand this by means of an example. Assume that we have signed in as a nurse to Clinicea account. 1.Few readersHow to Email Documents in the Library
Let us now take a quick look to see how documents available in the Library can be E-Mailed to patients. Workflow to email documents to patients. Documents Patient Documents Search for Patients by patient name Write Letter. Select Library Search and Select the document to be emailed. Click on Email icon, enter the additional details (if required) and click on Send Email. You can sFew readersHow to set up Document Signing
You can enable a preference that would send every Document or Visit recorded by Nurses, or your Front-Desk Staff, to the Doctor for signing. Let us have a quick look at how to set it up. 1. Tools Organisation Select the Organisation Select Clinical under Preferences. 2. Under Clinical Preferences switch ON “Visits and Documents need to be Signed by a SeFew readersHow to write Letters
You can write letters, merge it with Patient data and email or print it off. You can also send the letter you write for signing by the Doctor before sending it off. 1. Let us first see the workflow for a user who does not have access to the patient’s chart. Example- A receptionist. a. Go to Documents Patient Documents Select Patient Write Letter. b. In thFew readers