PrognoCIS Help: Document List

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Introduction: Document List screen displays a consolidated list of various document types that are either created automatically or scanned & attached to a patient’s chart. This screen is a single destination for a User to access internal and/or external document(s) of a selected patient.

Document List screen displays the following documents:

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

TOC Document List option can be configured using the following properties:

toc.menu.options: In this property, when the RDL value is inserted, Document List is displayed in the Encounter TOC.
toc.review.options: Multiple review options can be configured using this property, RDL value needs to be inserted for Document List screen.

On clicking on the TOC Document List option, a list of all the documents is displayed where the latest documents created are displayed on top. However, on hovering the cursor on the TOC Document List option, Document List Submenus i.e., Lab Results, Radiology Results, Progress Notes, Letter In, Letter Out, Patient Messages, Other Documents, Consult, and Procedure are displayed. Clicking any of the sub menus ONLY displays the documents for the selected submenu. For example, if a User selects Progress Notes from the sub menu, ONLY Progress Notes are displayed. On all the submenu screens, the latest created documents are displayed on top.

Document List submenus can be configured using the property doclist.submenu.options where the following values need to be inserted for different options.

LRB - Lab Results
RRB - Radiology Results
PNB - Progress Notes
LIA - Letters In
LOB - Letters Out
PMR - Patient Messages
ODA - Other Documents
CRA - Consults
PRA - Procedure
PFD - Patient Form
DFD - Doctor Form
RDA - Referral Documents
LAD - Legal Documents
SFN - Clinic Forms
RFL - PreAuth Letters
RFA - PreAuth Response

The Custom Document Type values from Y0 to Y9 are also available under the property admin-level property doclist.submenu.options . Hence, 28 Document List Types are made available for selection. If the User checks the custom document list names in property, doclist.submenu.options then they are displayed under the TOC Document List submenu options.

Note: Only the first 18 submenus checked under doclist.submenu.options are displayed under the TOC Document List submenu options.

Field Description:

Download PDF: Click on this icon to download the PDF of selected documents. On clicking the icon, the Password for Encryption popup gets invoked. Enter the Password, Confirm Password and click on the Apply and Download button to download the PDF on the local machine. To encrypt the downloaded file, it is mandatory to have the 7Zip software installed.
Download ZIP: Click on this icon to download the PDF of selected documents. On clicking the icon, the Password for Encryption popup gets invoked. Enter the Password, Confirm Password and click on the Apply and Download button to download the PDF on the local machine. To encrypt the downloaded file, it is mandatory to have the 7Zip software installed.
Print: Click on this icon to print the selected document/s. All the selected documents are printed in a single PDF.
View: Click on this icon to print the selected document/s. All the selected documents are printed in a single PDF.
Share on Portal: Click on this icon to invoke the Select Portal. This popup displays the Portal names that are configured for the client. In Front of every Portal name, a toggle button is provided. Users can turn the button On for the Portals where the selected documents need to be shared and click on the Save button on the popup to share the documents. If there are no Portals configured for a particular User, then on clicking the icon, a message “Not applicable for sharing” is displayed on the Select Portal popup. Following documents can be shared on Portals from this screen.

No.	Document Type	Condition of Availability
1.	Lab Result	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. 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. 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	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. 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. 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. Note: Letters Out can be shared on the Portals directly from the Letters Out screen. If the User has already shared Letters from the Letters Out screen, then on the Document list screen, on clicking the Share on Portal icon, the toggle buttons in front of portals are displayed as ON. Once shared from the Letters Out screen, the User cannot share the same documents again from the Document List screen.
6.	Progress Notes	The Progress Notes of the current encounter are automatically shared on the Employer Portal on closing the encounter provided that Auto Share Progress Notes on Employer Portal at Encounter Close checkbox on the Enc. Type Master screen is checked. 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 Letters (PreAuth Letters)	All the RFA Letters (PreAuth Letters) can be manually shared on all the Portals from the Document List screen in PrognoCIS.

Filter : Click on this icon to invoke the Apply Filters popup. Following are the fields displayed on this popup.

Document Type dropdown: Select the required Document Type to be filtered from the list of all documents displayed on the Document list screen. By default, All options are selected. The options displayed in the dropdown can be configured with the property - review.doclist.types
Document For Encounters with Attending Providers dropdown: This dropdown displays a list of Attending Providers.
Document For Encounters with Pregnancy No. dropdown: This dropdown displays a list of pregnancy numbers.
Documents for Encounters with Case No. dropdown: This dropdown displays a list of case numbers.
Document with Category like: Enter the category by which documents are to be filtered.
Document for Encounter with Diagnosis Code: This field displays a list of ailments can be seen with their corresponding Diagnosis Codes and respective ICD10 codes with short description.
Document Date Range: This field displays two radio buttons.
All: Select this radio button to see all the documents, irrespective of their dates.
From date, Upto Date: Select this radio button to display the documents within the specific date range selected here.
Document Available on Portals: Select the checkbox in front of the required Portal/s (Patient Portal, Referring Doc Portal, Employer Portal) to filter the documents that are available on the respective Portal/s.

Smart Search:Type in the keywords to search the documents based on their content. A message “You can search within the documents” is displayed on the search field when there is no filter applied. When any filter is applied, “Search within filtered content” is displayed along with the former message on the search field. After typing the keywords, click on the Search icon next to the field or click the Enter button on the keyboard. After typing the keywords, it cancels the search, click on the cross that is aligned with the text area on the right side. On clicking the cross, the search gets cancelled and the page is refreshed, displaying a list of all the documents as it is. If the keywords typed in the search text fields are deleted using the backspace button instead of clicking the cross, click Fn+F5 to refresh the screen.

Show Preview:Slide this toggle button to the right to see the PDF preview of the selected document at the bottom half of the screen. When this button is off, the Document List screen displays a list of documents to fit into the entire screen.

Following are the columns on the Document List screen:

Column	Description
Date	Displays the Order or Result date of the document. On clicking Date, the documents are sorted date wise in ascending or descending order.
Type	Displays the type of the document. On clicking Type, the documents are sorted according to the type of document.
Category	Displays the category of the document. On clicking 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 clicking 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. When the icons turn from gray to dark blue with letters P, R and E highlighted in yellow, it denotes that the selected document has been shared on the Patient Portal, Referring provider Portal and Employer Portal respectively.
View	Click on the View Details icon to view that particular document. Click on the Edit Details icon to change the Category and Subject of that particular document.

Show entries dropdown:Choose the number of entries displayed on one page of this screen. There are four options in this dropdown - 25, 50, 100, 200. By default, 25 is selected.

From the 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

Notes:

In Document List , when multiple documents are present, a User can select each one of them by selecting the checkbox in the column displayed at the left most corner of the screen and then click on the Download PDF icon or Print icon . After this, all the documents selected are merged together into one a single PDF .
The merged PDF from the Document List has header/ footer only for those pages that have the PDF header/ footer properties specified. If the PDF header/ footer property is there but no value is inserted, then the header footer is not displayed.
Also if the property pdf.outputaspdf has the values RX, LB, LR RL, RR, BL, LT, PN then the merged PDF has a specified header/ footer. For example, if the property pdf.outputaspdf has values RX, LB, LR RL, RR, BL, LT and the value PN is exempted from the property, then in the merged PDF, the Progress Notes does 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 types 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.
It is important to note that Users cannot perform the following actions without having the access rights - Click on any document, download PDF or ZIP, print, share on portals, view or edit the documents.