• 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 the Patient Portal and Referring Doc Portal, the Lab Results are automatically shared on that screen depending on the values of the properties pp.testresult.beforereview and pp.testresult.days. b. Depending on the option selected from the Portal dropdown list on the Lab Tests Master screen (Go To menu: Settings → click Configuration) and the Hide checkbox on the Lab Result screen, the document is available for sharing on the portals. c. If the property pp.share.testresults.manual is turned 'ON' on the Properties Master screen, then the Lab Results from the 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 lists on the respective portals. Note: Similar to the Patient Portal property mentioned above, the properties rdp.share.testresults.manual and emp.share.testresults.manual are defined for the Referring Provider and Employer Portals, respectively.
2.	Radiology Result		a. As the individual Radiology Result screen is present in the Patient Portal and Referring Doc Portal, the Radiology results are automatically shared on that screen depending on the value of the property pp.testresult.beforereview. b. Depending on the option selected from the Portal dropdown list on the Radiology Tests Master screen (Go To menu: Settings → click Configuration) and the Hide checkbox on the Radiology Result screen, the document is available for sharing on the portals. c. If the property pp.share.testresults.manual is turned 'ON' on the Properties Master screen, then the Radiology Results from the 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 lists on the respective portals. Note: Similar to the Patient Portal property mentioned above, the properties rdp.share.testresults.manual and emp.share.testresults.manual are defined for the Referring Provider and Employer Portals, 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 the encounter. Note: An Open Encounter icon: is displayed next to the Progress Notes under the Type column to indicate to the user that the corresponding Progress Note is for an Open Encounter.
7.	Legal Documents		As the individual Legal Documents screen is present in the Patient Portal and Referring Doc Portal, the Legal documents are automatically shared on that screen once they are 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 the encounter. Also, the Share button is available on the Specialty Master screen; therefore, if a template has been shared from the Specialty Master screen, the Portals icon will be highlighted accordingly on the Document List screen.
13.	Billing Attachments		Not Applicable
14.	Progress Notes Report		Available only after the close of the 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: A list box is available for 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 are All, and From Date - Up to Date.

7. Document for Encounters with Diagnosis Codes: A list of ailments can be seen with their corresponding Diagnosis Codes and respective ICD-10 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 the respective Portal/s.

Column	Description
Date	Displays the order or result date of the document. By clicking Date, the documents are sorted date-wise in ascending or descending order.
Type	Displays the type of the document. By clicking Type, the documents are sorted according to the type of document.
Category	Displays the category of the document. By clicking Category, the documents are sorted according to the category of document.
Person	Displays the name of the Provider or the person who sent the document. By clicking Person, the documents are sorted according to the person.
Description	Displays the description of the document.
Portals	Displays the icons for the Patient Portal, Referring Doc Portal, and Employer Portal. The highlighted icons specify 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 the View Details icon: to view the respective document.

1. In the Document List, when multiple documents are present, the user can select each one of them by selecting the checkbox on their row and then clicking the 'Gen PDF' or 'Print' button.
2. After this, all selected documents will be merged together into one PDF.
3. The merged PDF from the Document List will have a header/footer only for those pages that have the PDF header/footer properties specified.
4. If the PDF header/footer property is present but empty, then the 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 a header and footer since they are 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 types must be PDF compatible; otherwise, they will not have a header and footer. For example, for Progress Notes, on the Settings > Configuration > Templates > Progress Notes screen, the 'Not applicable for PDF' checkbox should be unchecked.

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

• Single-clicking or double-clicking on the respective document
• Clicking on the Zoom icon of the respective document
• Clicking on , , , , for the respective document