• All
• Patient Messages
• Legal Documents
• Lab Results
• Billing Attachments
• Radiology Results
• Letters In
• Letter Out
• Progress Notes
• Other Documents
• Clinic Forms
• Continuity of Care
• Progress Notes Reports
• Portal Attachments
• Procedure Forms
• Denied Refill Request
• Encounter Attachments
• Old Progress Notes
• Consult
• Procedure
• Approved Cancel Request
• RFA DWC Interface Form

No.	Document Type	Available/Unavailable	Condition of Availability
1.	Lab Result		a. As the individual Lab Result screen is present in Patient portal and Referring doc portal, the Lab results are going to get automatically shared on that screen depending on the value of properties, pp.testresult.beforereview and pp.testresult.days. b. Depending on the option selected from the Portal dropdown list on Lab Tests Master screen (Goto menu: Settings → click Configuration) and Hide checkbox on the Lab Result screen, the document would be available for sharing on Portals. c. If the property pp.share.testresults.manual is turned ‘ON’ in the Properties Master screen then the Lab Results from Document List screen can be manually shared on the Patient Portal. Once this property is turned 'ON', the selected document can be un-shared by turning 'OFF' the required portal on the Select Portal popup. This removes the selected document from the Lab Results and Clinic Shared Documents list on the respective portals. Note: In a similar function to the Patient Portal property mentioned above, properties rdp.share.testresults.manual and emp.share.testresults.manual are defined for Referring Provider and Employer Portal respectively.
2.	Radiology Result		a. As the individual Radiology Result screen is present in Patient Portal and Referring doc Portal, the Radiology results are going to get shared automatically on that screen depending on the value of property, pp.testresult.beforereview. b. Depending on the option selected from the Portal dropdown list on Radiology Tests Master screen (Goto menu: Settings → click Configuration) and Hide checkbox on the Radiology Result screen, the document would be available for sharing on Portals. c. If the property pp.share.testresults.manual is turned ‘ON’ in the Properties Master screen then the Radiology Results from Document List screen can be manually shared on the Patient Portal. Once this property is turned 'ON', the selected document can be un-shared by turning 'OFF' the required portal on the Select Portal popup. This removes the selected document from the Radiology Results and Clinic Shared Documents list on the respective portals. Note: In a similar function to the Patient Portal property mentioned above, properties rdp.share.testresults.manual and emp.share.testresults.manual are defined for Referring Provider and Employer Portal respectively.
3.	Patient Messages		Not Applicable
4.	Letters-In		Not Applicable
5.	Letters-Out		Available only when the status of the Letters-Out is sent.
6.	Progress Notes		Available only after the close of encounter. Note: An Open Encounter icon: is displayed next to the Progress Notes under the Type column to indicate the User that the corresponding Progress Notes is of an Open Encounter.
7.	Legal Documents		As the individual Legal Documents screen is present in Patient Portal and Referring Doc Portal, the Legal documents are going to get shared automatically on that screen once signed or attached.
8.	Other Documents		Not Applicable
9.	Old Progress Notes		Not Applicable
10.	Encounter Attachments		Not Applicable
11.	Clinic Forms		Not Applicable
12.	Procedure Forms		Available only after the close of encounter. Also, the Share button is available on Specialty master as well hence if there is a template which has been shared from the Specialty master screen then accordinly the Portals icon would highlighted on the Document List screen.
13.	Billing Attachments		Not Applicable
14.	Progress Notes Report		Available only after the close of encounter.
15.	Clinical Messages (N2N Inwards)		Not Applicable
16.	Denied Refill Request		Not Applicable
17.	Consult		Available only when the status of the Consult is Complete and Reviewed.
18.	Procedure		Available only when the status of the Procedure is Complete and Reviewed.
19.	Portal Attachment		Not Applicable
20.	Approved Cancel Request		Not Applicable
21.	RFA DWC Interface Form		Not Applicable

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. Documents For Encounters with Pregnancy No: The list box contains the Pregnancy numbers.

4. Documents For Encounters with Case No: The list box contains the Case numbers.

5. Documents with Category like: Enter the category by which documents are to be filtered.

6. 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.

7. Document for Encounters with Diagnosis Codes: A list of ailments can be seen with their corresponding Diagnosis Codes and respective ICD10 codes.

8. Documents Available on Portal/s: Select the required checkbox (Patient Portal, Referring Doc Portal, and/or Employer Portal) to filter the documents that are available on respective the Portal/s.

Column	Description
Date	Displays the Order or Result date of the document. On click of Date, the documents are sorted datewise in ascending or descending order.
Type	Displays the type of the document. On click of Type, the documents are sorted according to the type of document.
Category	Displays the category of the document. On click of Category, the documents are sorted according to the category of document.
Person	Displays the name of the Provider or a person who sent the document. On click of Person, the documents are sorted according to the Person.
Description	Displays the description of the document.
Portals	Displays the icons for Patient Portal, Referring Doc Portal, and Employer Portal. The highlighted icons specifies that the document has been shared on the respective Portal/s. Note: If no Portal is ON for the Patient then the Portals column is NOT displayed on the Document List screen.
View	Click on the View Details icon: to view that respective document.

1. 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' .
2. After this, all the documents selected will be merged together into one PDF .
3. The merged PDF from the Document List will have header/ footer only for those pages that have the PDF header/ footer properties specified.
4. If PDF header/ footer property is there but empty, then header footer will not appear.
5. 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.
6. 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 .
7. 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.

Note: User will not be allowed to perform following actions on any document without having access rights:

• Single click, double click on the respective document
• Click on Zoom icon of the respective document
• Click on , , , , for respective document