Patient Chart Documents

Set up tag management permissions | General | Locked Notes | Consents | Referrals | Lab | Amendments | Add a document

The Documents section of the patient chart provides a centralized location to easily access, view, and manage all patient-related documents, organized across six tabs:

General
Locked Notes
Consents
Referrals
Lab
Amendments

Set up tag management permissions

Providers or staff members must set up permissions to create, edit, delete, or manage document tags in Tag Management.

Select Account > Staff Permissions > Providers or Staff tab.
Select View.

The permissions window opens.

Select Edit Permissions.
Select the Manage Form Tags checkbox and then select Save Permissions.

All actions performed (create, update, delete, and read/open) within the Documents section of the patient chart are recorded in the clinical audit log.

General

The most recent general documents are shown at the top by default and listed in reverse chronological order.

Label/Icon	Description
Counter	The tab displays the total number of documents next to its name, regardless of any filters applied.
Search box	Search by document name
Tags	Select a tag to filter documents by a tag.
More filters	Select additional filters and select Apply.
Document Name	Select the document name to view the document. Select the document's checkbox to open the action toolbar. See Batch document actions.
Action	Single document actions Fax general document Send to OnPatient More actions (select )
	Batch document actions Select the document's checkbox to open the action toolbar. Fax Send to OnPatient Retract from OnPatient Edit all tags Delete

Locked Notes

Label/Icon	Description
Counter	The tab displays the total number of documents next to its name, regardless of any filters applied.
Search box	Search by provider name
More filters	Select additional filters and select Apply.
Appointment	Select the appointment to view the locked note. Select the appointment's checkbox to open the action toolbar. See Batch document actions.
Action	Single document actions Fax locked note Send to OnPatient Open note
	Batch document actions Select the appointment's checkbox to open the action toolbar. Fax locked notes Send to OnPatient Retract from OnPatient

Consents

Label/Icon /Checkbox	Description
Counter	The tab displays the total number of documents next to its name, regardless of any filters applied.
Search bar	Search by consent name
More filters	Select additional filters and select Apply.
	View signed or archived consents
Consent Name	Select the consent name to view the consent document.
Action	Single document actions Fax consent Send to OnPatient Archive consent
	Batch document actions Select a consent's checkbox to open the action toolbar. Fax all consents Send all to OnPatient Retract all from OnPatient Archive all consents

Referrals

Label/Icon	Description
Counter	The tab displays the total number of documents next to its name, regardless of any filters applied.
Search bar	Search by recipient name
More filters	Select additional filters and select Apply.
Recipient	Select the recipient's checkbox to open the action toolbar. See Batch document actions.
Title	Select the referral title to view the referral.
Action	Single document actions Fax referral Send to OnPatient Open message
	Batch document actions Select a recipient's checkbox to open the action toolbar. Fax all referrals Send all to OnPatient Retract all from OnPatient

Lab

The most recent documents related to the test are shown by default. To access additional lab result documents for the test, select View All.

Label/Icon	Description
Counter	The tab displays the total number of documents next to its name, regardless of any filters applied.
Search bar	Search by test name
Status filter	Select a status to filter the documents.
Abnormal Flag filter	Select a flag to filter the documents.
Lab filter	Select a lab to filter the documents.
More filters	Select additional filters and select Apply.
Document	Select the document's name to view the document. Select the test detail's checkbox to open the action toolbar. See Batch document actions.
Action	Single document actions Fax lab document Send to OnPatient Retract from OnPatient
	Batch document actions Select the test detail's checkbox to open the action toolbar. Fax all lab documents Send all to OnPatient Retract all from OnPatient

Amendments

Label / Icon / Checkbox	Description
Counter	The tab displays the total number of documents next to its name, regardless of any filters applied.
Search bar	Search by amendment name or source
Status filter
More filters	Select additional filters and select Apply.
Amendment Name	Select the document's name to view the document. Select the document's checkbox to open the action toolbar. See Batch document actions.
Action	Single document actions Fax amendment Send to OnPatient
	Batch document actions Select the amendment name's checkbox to open the action toolbar. Fax all amendments Send all to Onpatient Retract all from OnPatient

Add a document

From the Add Document dropdown, select General Document or Amendment.

The Add General Document or Add Amendment side panel opens.

Select Choose File or drag and drop to upload the file.
(Optional) Edit the document name (defaults to the file name).
(Optional) Select the document date (defaults to the current date) or a tag.
Select Add General Document or Add Amendment.