Using the Document Manager > Viewing Documents

Viewing Patient Documents

You can use the document manager to associate documents, such as a completed medical history form, with a patient record.

• When lab case documents are attached to a lab case or claim documents are attached to a claim, they are also attached to the patient record.

To view documents associated with a patient, select an option:

• In the Patient List window:Select the patient and select Documents from the Options section of the Express bar or the Options menu.

• In the Patient window:Select Documents from the Options section of the Express bar or the Options menu.

• In the patient chart:Click the Documents tab.

The Documents for window is displayed.