On mouse over TOC > Document List, the submenu options Lab Results, Radiology Results, Progress Notes, Letter In, Letter Out,
Patient Messages, and Other Documents are displayed.
On clicking Document List , it will display the entire list of documents. Whereas clicking on sub menu will ONLY show the selected submenu documents. Suppose, if a user selects Progress Notes from the sub menu, then ONLY progress notes will be displayed with the Filter Options.
This List displays a table containing chronologically
consolidated list of:
- All
- Patient Messages
- Lab Results
- Radiology Results
- Patient Notes
- Letters In
- Letter Out
- Progress Notes
- Legal Documents
- Other Documents
- Old Progress Notes
- Clinic Forms
- Continuity of Care
- Procedure Forms
- Encounter Attachments
- Billing Attachments
- Progress Notes Reports
Clicking on any Row will display the respective Document.
The list displayed has a concept of Current Row (in Blue). Program saves Current Row, Order By and Order Direction in Session. If user double clicks on a row to zoom to any document, and then clicks on Back Button, the Document List will be displayed in the last used sort order, the Current Row is maintained and the list will scroll to display the current row in the visible section.
Gen PDF: This button is used to generate a PDF for the selected document type displayed in the list. Gen ZIP: When clicked on this button, a ZIP file of the selected document type is generated.
Print: Click on Print to print the selected document from the list.
Filters: When Filter button is clicked, a new popup window shows the following:
1. Document Type: The list box is available for the document type selection (Lab Results, Radiology Results, Letters In, Letter Out etc.).
2. Document for Encounters with Attending Providers: The list box contains the names of the attending providers.
3. Document Date Range: Defining a date range will display the documents within the selected date range. The options available under Date Range All, From Date- Upto Date.
4. Document for Encounters with Diagnosis Codes: A list of ailments can be seen with their corresponding Diagnosis Codes and respective ICD10 codes.
Edit Details: Edit Details Button is available to change Category and Subject.
Preview: Check Box is provided to show the Preview pane. The default value is based on the property, Encounter Toc Parameters > 'toc.review.doclist.showpreview'.
The documents are displayed in the list with columns Date, Type (Document Type), Category, Person (name of the Attending Doctor) and Description.
From Document List, Header/ Footer present in merged PDF can be printed. The header/ footer properties for the document types are:
| Document Type |
Properties |
Progress Notes (PN) |
pdf.pn.header , pdf.pn.footer |
Letter In and Out (LT) |
pdf.lt.header , pdf.lt.footer |
Lab Result (LR) |
pdf.lr.header , pdf.lr.footer |
Rad Result (RR) |
pdf.rr.header , pdf.rr.footer |
- In Document List , when multiple documents are present, user can select each one of them by selecting the checkbox on their row and then clicking on the button ‘ Gen PDF' or ‘ Print' .
- After this, all the documents selected will be merged together into one PDF .
- The merged PDF from the Document List will have header/ footer only for those pages that have the PDF header/ footer properties specified.
- If PDF header/ footer property is there but empty, then header footer will not appear.
- Also if the property ‘ pdf.outputaspdf ' = RX, LB, LR RL, RR, BL, LT, PN then the merged PDF will have the specified header/ footer. For example, if the property ‘ pdf.outputaspdf ' = RX, LB, LR RL, RR, BL, LT except PN , then in the merged PDF, the Progress Notes will not have any header and footer.
- Some document types that are merged and occur in the document list do not have header and footer since it is externally attached. For example, Progress Notes > Attach, Letters In > Attach, Lab Results > Attach and Rad Results > Attach .
- The templates used for each of the four document type need to be PDF compatible, else they will not have header and footer. For example, for Progress Notes , on the screen Settings > Configuration > Templates > Progress Notes , the checkbox ‘ Not applicable for PDF' should be unchecked.
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