Managing Patient Documents

You can include documents in the patient profile, such as the patient’s drivers license, insurance card, medical card, medical history, financial disclaimer, medications list, HIPAA privacy policy, or other paperwork. This section discusses managing these documents. Topics include:

• Uploading a Document
• Scanning Documents
• Editing Document Information
• Exporting and Printing a Document
• Deleting a Document
• Uploading and Viewing Documents Stored in ECR Vault

Uploading a Document

You can upload the following file types: .jpg, .png, .gif, .tif, and .pdf. Each file cannot be larger than 4 MB.

To upload a document:

1. Search for the patient and open their Demographics screen. For more information, see Searching for Existing Patients.

2. On the left side of the Demographics screen, under Correspondence, click Documents.
3. Click + Upload Document.
4. Select the Document Type.
5. Record the Document Name any Comments you want to include.
6. Click + Choose File.
7. Browse for the document file and click Open.
8. Click Save.

Editing Document Information

You can edit a document’s type, name, and comments.

1. Search for the patient and open their Demographics screen. For more information, see Searching for Existing Patients.

2. On the left side of the Demographics screen, under Correspondence, click Documents.
3. In the list, click the document you want to edit.
4. The Edit Document window opens.
5. Select the Document Type.
6. Enter the Document Name.
7. Enter any Comments you want to add.
8. Click Save.

Exporting and Printing a Document

You can export an uploaded document as a PDF file and then print it, if needed.

To export and print a document as a PDF, you must have Adobe Reader installed. To install Adobe Reader, go to www.adobe.com.

1. Search for the patient and open their Demographics screen. For more information, see Searching for Existing Patients.

2. On the left side of the Demographics screen, under Correspondence, click Documents.
3. Locate the document you want to export and print.
4. Click the Export as a PDF icon.

   

   The document opens as a PDF file in a new window.

5. Click Print.

Deleting a Document

1. Search for the patient and open their Demographics screen. For more information, see Searching for Existing Patients.

2. On the left side of the Demographics screen, under Correspondence, click Documents.
3. Locate the document you want to delete.
4. Click the Delete icon.

Uploading and Viewing Documents Stored in ECR Vault

If you have ECR Vault integrated with Encompass, you can access the ECR Vault Capture and ECR Vault Client applications to upload or view documents stored in ECR Vault. For more information, go to Activating the ECR Vault Integration.

1. Search for the patient and open their Demographics screen. For more information, see Searching for Existing Patients.

2. On the left side of the Demographics screen, under Correspondence, do one of the following:

• Click ECR Vault Upload to launch the ECR Vault Capture application.

• Click ECR Vault View to launch the ECR Vault Client application.

3. Follow ECR Vault's instructions to use their application.