Patient Chart Documents

Patient Chart Documents is currently in beta.

To become a beta partner for this feature, add a comment to this feature's roadmap portal card .

The Documents tab within the patient chart is designed to make it easy to find, view, and manage all patient-related documents in one place.

To allow a user to create, edit, merge, or delete document tags, follow the steps below:

Step 1: Update Staff Permissions

Once the permissions have been updated:

Navigate to Account> Document Tag Management.
From here, users with the correct permissions can create new tags, edit existing ones, merge duplicate tags, or delete tags as needed.

All actions performed within the Documents tab of the patient chart are recorded in the clinical audit log.

These actions include: Create, Update, Delete, and Read/Open.

By default, the most recent general documents are displayed at the top, listed in reverse chronological order.

Label / Icon / Checkbox	Description
Counter	Number of items listed beside the header name Applying filters within a specific tab will not affect the counter. The tab will always display the total number of documents, regardless of any filters applied.
Search bar	Search by document name
Tags	Use the dropdown to search documents by tags See manage permission
More filters	Search by document date range, sent to onpatient, added by and/or date added range.
Columns	Sort order Document name - click to view Tags Document date Sent to Onpatient sent directly to onpatient retract documents from onpatient receive documents from onpatient Added by Date Added
Action column	Fax Send to Onpatient More actions Edit info Add task Delete
	Toolbar actions appear when a document checkbox is selected: Fax Send to OnPatient Retract from OnPatient Edit all tags Delete Cancel
	Pagination viewer

Label / Icon / Checkbox	Description
Counter	Number of items listed beside the header name Applying filters within a specific tab will not affect the counter. The tab will always display the total number of documents, regardless of any filters applied.
Search bar	Search by provider name
More filters	Search by appointment date range, sent to onpatient and/or date locked range
Columns	Appointment - click to preview clinical note Locked by Visit reason Sent to Onpatient send directly to onpatient retract documents from onpatient receive documents from onpatient Date Locked
Action column	Fax locked note Send to OnPatient Open note
	Toolbar actions appear when a appointment checkbox is selected: Fax Send to OnPatient Retract from OnPatient Cancel
	Pagination viewer

Label / Icon / Checkbox	Description
Counter	Number of items listed beside the header name Applying filters within a specific tab will not affect the counter. The tab will always display the total number of documents, regardless of any filters applied.
Search bar	Search by consent name
More filters	Search by appointment date range, date signed range and/or sent to onpatient
	View signed or archived consents
Columns	Consent name - click to view Appointment Date signed Sent to Onpatient send directly to onpatient retract documents from onpatient receive documents from onpatient
Action column	Fax Sent to Onpatient Archive consent
	Toolbar actions appear when a consent checkbox is selected: Fax Send to OnPatient Retract from OnPatient Archive Cancel
	Pagination viewer

Label / Icon / Checkbox	Description
Counter	Number of items listed beside the header name Applying filters within a specific tab will not affect the counter. The tab will always display the total number of documents, regardless of any filters applied.
Search bar	Search by recipient name
More filters	Search by specialty, sent to onpatient, sent by and/or date sent range
Columns	Recipient Title - click to view Specialty Sent to OnPatient send directly to onpatient retract documents from onpatient receive documents from onpatient Sent By Date Sent
Action column	Fax Send to Onpatient Open message
	Toolbar actions appear when a recipient checkbox is selected: Fax Send to OnPatient Retract from OnPatient Cancel
	Pagination viewer

In the default view, only the most recent documents related to the test will be shown. To access additional lab result documents for the test, users can click the 'View All' button.

Label / Icon / Checkbox	Description
Counter	Number of items listed beside the header name Applying filters within a specific tab will not affect the counter. The tab will always display the total number of documents, regardless of any filters applied.
Search bar	Search by test name
Status dropdown
Abnormal flag dropdown
Lab dropdown	Search result
More filters	Search by document date range and/or sent to onpatient
Columns	Test detail Document Abnormal Document date Sent to Onpatient send directly to onpatient retract documents from onpatient receive documents from onpatient Added by
Action column	Fax Send to Onpatient Retract from Onpatient
	Toolbar actions appear when a test detail checkbox is selected: Fax Send to OnPatient Retract from OnPatient Cancel
	Pagination viewer

Label / Icon / Checkbox	Description
Counter	Number of items listed beside the header name Applying filters within a specific tab will not affect the counter. The tab will always display the total number of documents, regardless of any filters applied.
Search bar	Search by amendment name or source
Status dropdown
More filters	Search by appointment date range, date requested range, date processed range, sent to onpatient, added by and/or date added range
Columns	Amendment name - click to view Status Date Source Comment Sent to OnPatient send directly to onpatient retract documents from onpatient receive documents from onpatient Added by Date added
Action column	Fax Send to Onpatient
	Toolbar actions appear when an amendment name checkbox is selected: Fax Send to Onpatient Retract from Onpatient Cancel
	Pagination viewer