Lesson Eight: Documents Tab

1. Lesson Eight: Documents Tab • Documents are written clinical reports. • The time range of reports can be adjusted to meet the clinician’s preferences. • Documents are located in files in the index tree. • Click on the folder to open the desired document.

2. Documents Tabs • Clinical documents can be viewed from the Patient Chart by clicking on the Summary Documents tab or the All Documents tab. • Clinical documents are written reports contained within a patient’s chart.

3. Adjusting the Documents Time Range • Adjust the time range for the document you are looking for by right clicking the information bar and select Change Search Criteria. • You can also select Change Search Criteria from the Index menu.

4. Accessing Specific Documents • If documents are found for the time range entered, they are listed in the index tree in a folder. • Click a folder to view its contents. • Individual documents are denoted by a colored icon that reflects the documents status. • Double click the icon or the date of the document to open the document.

5. Further Qualifying the Document Search Criteria • You can further qualify your document search criteria by making a selection from the box in the lower left corner . • Use the up and down arrows to switch documents. • You can also click on the Index menu and make a document type selection from the drop down box or select Color Legend for a list of document status colors.

6. Form Browser Tab • Use Form Browser for a convenient way to view the complete details of any charting that has been done for a selected patient via PowerForms. • You are able to see the charted information in its entirety. • Click on the Form Browser chart tab and select the desired sorting method. • Double click on a form’s name to open it.

7. Form Browser For more information on Form Browser, access the eKiDs Charting withPowerForms manual located on KDnet.

8. And…..As Always… Be sure to click the Refresh button to make sure you have access to the most current information.

9. Lesson Eight: Review • Clinical documents can be accessed from the Summary Documents and the All Documents Tabs. • Time ranges can be specified to select documents to view. • Documents are located in folders. • Click on the folder to open the document. • Click on Form Browser to view documentation done via forms. • Be sure to click on the Refresh button to make sure you are viewing the most current information.

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