Patient Documents - Revision history

Admin at 19:34, 4 July 2025

2025-07-04T19:34:11Z

← Older revision		Revision as of 15:34, 4 July 2025
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	~~== Managing Patient Documents ==~~

	The '''Documents''' tab serves as a secure, centralized repository for storing patient-related files, such as signed consent forms, treatment plans, and scanned records. It allows clinicians and administrative staff to upload, view, manage, and associate documents with specific patient records.		The '''Documents''' tab serves as a secure, centralized repository for storing patient-related files, such as signed consent forms, treatment plans, and scanned records. It allows clinicians and administrative staff to upload, view, manage, and associate documents with specific patient records.

Admin at 19:33, 4 July 2025

2025-07-04T19:33:44Z

← Older revision		Revision as of 15:33, 4 July 2025
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	The '''Documents''' tab serves as a secure, centralized repository for storing patient-related files, such as signed consent forms, treatment plans, and scanned records. It allows clinicians and administrative staff to upload, view, manage, and associate documents with specific patient records.		The '''Documents''' tab serves as a secure, centralized repository for storing patient-related files, such as signed consent forms, treatment plans, and scanned records. It allows clinicians and administrative staff to upload, view, manage, and associate documents with specific patient records.

	~~<div style="text-align:center; margin: 1.5em 0;">~~
	~~[[File:howto_documents.mov\|thumb\|center\|600px\|'''Tutorial – Managing Patient Documents''' – Learn how to upload, assign, and organize patient files.]]~~
	~~</div>~~

	~~---~~
			[[File:howto_documents.mov\|800px\|'''Tutorial – Managing Patient Documents''' – Learn how to upload, assign, and organize patient files.]]



	=== How to Upload a Document ===		=== How to Upload a Document ===
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	# This section displays all files currently associated with the selected patient.		# This section displays all files currently associated with the selected patient.

	~~<div style="text-align:center; margin: 1em 0;">~~
	~~[[File:patient_file_none_nx.jpg\|thumb\|center\|600px\|'''Documents Tab''' – View all patient-associated files in one place.]]~~
	~~</div>~~

	-~~---~~
			[[File:patient_file_none_nx.jpg\|800px\|'''Documents Tab''' – View all patient-associated files in one place.]]



	==== Step 2: Upload Files ====		==== Step 2: Upload Files ====
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	# (Optional) Add a description, assign a folder, and set a priority level for organizational purposes.		# (Optional) Add a description, assign a folder, and set a priority level for organizational purposes.

	~~<div style="text-align:center; margin: 1em 0;">~~
	~~[[File:upload_nx.jpg\|thumb\|center\|600px\|'''File Upload Interface''' – Drag and drop or select files for upload.]]~~
	~~</div>~~

	~~----~~
			[[File:upload_nx.jpg\|800px\|'''File Upload Interface''' – Drag and drop or select files for upload.]]



	==== Step 3: Return to Documents List ====		==== Step 3: Return to Documents List ====
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	# Select the newly uploaded file from the list to preview or manage it.		# Select the newly uploaded file from the list to preview or manage it.

	~~<div style="text-align:center; margin: 1em 0;">~~
	~~[[File:file_list_nx.jpg\|thumb\|center\|600px\|'''Documents List''' – Manage newly uploaded files.]]~~
	~~</div>~~

	~~----~~
			[[File:file_list_nx.jpg\|800px\|'''Documents List''' – Manage newly uploaded files.]]



	==== Step 4: Assign File to Patient Chart ====		==== Step 4: Assign File to Patient Chart ====
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	# Select the appropriate patient from the list.		# Select the appropriate patient from the list.

	~~<div style="text-align:center; margin: 1em 0;">~~
	[[File:file_list_chart_nx.jpg\|~~thumb\|center\|600px~~\|'''Chart Tool''' – Choose the patient to assign the file to.]]
	~~</div>~~		[[File:file_list_chart_nx.jpg\|800px\|'''Chart Tool''' – Choose the patient to assign the file to.]]



	# The document will now appear in the selected patient’s document folder under their chart.		# The document will now appear in the selected patient’s document folder under their chart.

	~~<div style="text-align:center; margin: 1em 0;">~~
	~~[[File:patient_file_nx.jpg\|thumb\|center\|600px\|'''Document Added''' – File now visible under patient’s Documents tab.]]~~
	~~</div>~~

	~~---~~
			[[File:patient_file_nx.jpg\|800px\|'''Document Added''' – File now visible under patient’s Documents tab.]]



	=== Key Features ===		=== Key Features ===

Admin at 19:58, 20 June 2025

2025-06-20T19:58:20Z

← Older revision		Revision as of 15:58, 20 June 2025
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	~~The '~~Documents' tab serves as a repository for the patient's important documents. This can include signed consent forms, treatment plans, and other relevant medical records. It provides a secure and organized space to store and retrieve documents as needed for ongoing patient care and administrative purposes.		== Managing Patient Documents ==

	~~[[File:howto_documents~~.~~mov\|800px]]~~		The '''Documents''' tab serves as a secure, centralized repository for storing patient-related files, such as signed consent forms, treatment plans, and scanned records. It allows clinicians and administrative staff to upload, view, manage, and associate documents with specific patient records.

			<div style="text-align:center; margin: 1.5em 0;">
			[[File:howto_documents.mov\|thumb\|center\|600px\|'''Tutorial – Managing Patient Documents''' – Learn how to upload, assign, and organize patient files.]]
			</div>

			---

	=== How to Upload a Document ===		=== How to Upload a Document ===
	~~# '''Navigate to the Documents Tab'''~~
	~~## Locate and click on the 'Documents' tab on the left-hand side of the Patient Dashboard.~~
	~~## This is where the user can see existing documents that apply to the selected patient.~~
	~~###[[File:patient_file_none_nx.jpg\|800px]]~~

			==== Step 1: Navigate to the Documents Tab ====

			# From the patient dashboard, click on the '''Documents''' tab in the left-hand sidebar.
			# This section displays all files currently associated with the selected patient.

			<div style="text-align:center; margin: 1em 0;">
			[[File:patient_file_none_nx.jpg\|thumb\|center\|600px\|'''Documents Tab''' – View all patient-associated files in one place.]]
			</div>

			----

			==== Step 2: Upload Files ====

			# To begin uploading, navigate to the '''Transcription''' tab in the sidebar and click '''Upload'''.
			# Alternatively, use the search bar at the top of the page and type '''Upload''' to access the file uploader.
			# Drag your file(s) into the designated dropzone area, or click to manually select files from your device.
			# (Optional) Add a description, assign a folder, and set a priority level for organizational purposes.

	# '''Upload ~~Files~~'''		<div style="text-align:center; margin: 1em 0;">
	~~## To upload files to a patient chart, select the Transcription tab in the sidebar,~~ and ~~then select upload.~~		[[File:upload_nx.jpg\|thumb\|center\|600px\|'''File Upload Interface''' – Drag and drop or select files for upload.]]
	~~### Alternatively, type 'Upload' in the search bar at the top of the page to navigate to the upload page.~~		</div>
	~~## Then either drag your files in to the dropzone~~ or ~~click to~~ select ~~the desired~~ files to upload. ~~Optionally, you can specify the folder, set the priority, and add a description for the document.~~
	~~### [[File:upload_nx.jpg\|800px~~]]

	~~# '''~~Return to Documents List~~'''~~		----
	#~~# Once you have selected the file~~, click ~~the~~ 'Return to List' ~~button~~.
	## Select the file ~~you just uploaded~~.		==== Step 3: Return to Documents List ====
	~~###~~ [[File:file_list_nx.jpg\|~~800px~~]]
	~~## You can now view, edit, send and share the files you uploaded.~~		# After uploading, click '''Return to List''' to go back to the documents view.
	#~~## Alternatively~~, ~~Click~~ the '''Chart''' button in the toolbar ~~and select~~ the patient ~~that you wish to add~~ the ~~documents to their patient record~~.		# Select the newly uploaded file from the list to preview or manage it.
	~~####~~[[File:file_list_chart_nx.jpg\|~~800px~~]]
	#~~## Now the file~~ will ~~be attached to~~ the ~~patient record that you chose in~~ their ~~documents folder~~.		<div style="text-align:center; margin: 1em 0;">
	~~####~~[[File:patient_file_nx.jpg\|~~800px~~]]		[[File:file_list_nx.jpg\|thumb\|center\|600px\|'''Documents List''' – Manage newly uploaded files.]]
			</div>

			----

			==== Step 4: Assign File to Patient Chart ====

			# To attach a file to a patient record, click the '''Chart''' button in the top toolbar.
			# Select the appropriate patient from the list.

			<div style="text-align:center; margin: 1em 0;">
			[[File:file_list_chart_nx.jpg\|thumb\|center\|600px\|'''Chart Tool''' – Choose the patient to assign the file to.]]
			</div>

			# The document will now appear in the selected patient’s document folder under their chart.

			<div style="text-align:center; margin: 1em 0;">
			[[File:patient_file_nx.jpg\|thumb\|center\|600px\|'''Document Added''' – File now visible under patient’s Documents tab.]]
			</div>

			---

	=== Key Features ===		=== Key Features ===
	* '''Secure Storage''': All documents are stored ~~securely to ensure patient confidentiality and~~ compliance with data protection regulations.
	* '''Easy Access'''~~: Quickly~~ locate ~~and retrieve any document from the patient's file with~~ a ~~user-friendly interface~~.		* '''Secure Storage''' – All documents are encrypted and stored in compliance with data protection and healthcare regulations.
	* '''Organized'''~~: Documents~~ are organized by type and ~~date~~, ~~making it easy to manage patient records~~.		* '''Easy Access''' – Search and filter tools help you locate files quickly within a patient’s chart.
			* '''Organized Structure''' – Files are organized by type, date, and folder for efficient retrieval and record-keeping.

			---

			For best results, ensure that uploaded files follow naming conventions and are categorized appropriately for reporting and audits.

Admin at 16:10, 31 October 2024

2024-10-31T16:10:29Z

← Older revision		Revision as of 12:10, 31 October 2024
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	The 'Documents' tab serves as a repository for the patient's important documents. This can include signed consent forms, treatment plans, and other relevant medical records. It provides a secure and organized space to store and retrieve documents as needed for ongoing patient care and administrative purposes.		The 'Documents' tab serves as a repository for the patient's important documents. This can include signed consent forms, treatment plans, and other relevant medical records. It provides a secure and organized space to store and retrieve documents as needed for ongoing patient care and administrative purposes.

			[[File:howto_documents.mov\|800px]]

Admin: /* How to Upload a Document */

2024-10-15T18:33:48Z

How to Upload a Document

← Older revision		Revision as of 14:33, 15 October 2024
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	## You can now view, edit, send and share the files you uploaded.		## You can now view, edit, send and share the files you uploaded.
	### Alternatively, Click the '''Chart''' button in the toolbar and select the patient that you wish to add the documents to their patient record.		### Alternatively, Click the '''Chart''' button in the toolbar and select the patient that you wish to add the documents to their patient record.
	###[[File:file_list_chart_nx.jpg\|800px]]		####[[File:file_list_chart_nx.jpg\|800px]]
	### Now the file will be attached to the patient record that you chose in their documents folder.		### Now the file will be attached to the patient record that you chose in their documents folder.
	###[[File:patient_file_nx.jpg\|800px]]		####[[File:patient_file_nx.jpg\|800px]]

	=== Key Features ===		=== Key Features ===

Admin: /* How to Upload a Document */

2024-10-15T18:33:24Z

How to Upload a Document

← Older revision		Revision as of 14:33, 15 October 2024
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	### Alternatively, type 'Upload' in the search bar at the top of the page to navigate to the upload page.		### Alternatively, type 'Upload' in the search bar at the top of the page to navigate to the upload page.
	## Then either drag your files in to the dropzone or click to select the desired files to upload. Optionally, you can specify the folder, set the priority, and add a description for the document.		## Then either drag your files in to the dropzone or click to select the desired files to upload. Optionally, you can specify the folder, set the priority, and add a description for the document.
			### [[File:upload_nx.jpg\|800px]]
	## [[File:upload_nx.jpg\|800px]]

	# '''Return to Documents List'''		# '''Return to Documents List'''

Admin: /* How to Upload a Document */

2024-10-15T18:32:36Z

How to Upload a Document

← Older revision		Revision as of 14:32, 15 October 2024
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	## Locate and click on the 'Documents' tab on the left-hand side of the Patient Dashboard.		## Locate and click on the 'Documents' tab on the left-hand side of the Patient Dashboard.
	## This is where the user can see existing documents that apply to the selected patient.		## This is where the user can see existing documents that apply to the selected patient.
			###[[File:patient_file_none_nx.jpg\|800px]]


	# '''Upload Files'''		# '''Upload Files'''

Admin: /* How to Upload a Document */

2024-10-15T18:31:45Z

How to Upload a Document

← Older revision		Revision as of 14:31, 15 October 2024
Line 21:		Line 21:
	### Alternatively, Click the '''Chart''' button in the toolbar and select the patient that you wish to add the documents to their patient record.		### Alternatively, Click the '''Chart''' button in the toolbar and select the patient that you wish to add the documents to their patient record.
	###[[File:file_list_chart_nx.jpg\|800px]]		###[[File:file_list_chart_nx.jpg\|800px]]
			### Now the file will be attached to the patient record that you chose in their documents folder.
			###[[File:patient_file_nx.jpg\|800px]]

	=== Key Features ===		=== Key Features ===

Admin: /* How to Upload a Document */

2024-10-15T18:30:29Z

How to Upload a Document

← Older revision		Revision as of 14:30, 15 October 2024
Line 20:		Line 20:
	## You can now view, edit, send and share the files you uploaded.		## You can now view, edit, send and share the files you uploaded.
	### Alternatively, Click the '''Chart''' button in the toolbar and select the patient that you wish to add the documents to their patient record.		### Alternatively, Click the '''Chart''' button in the toolbar and select the patient that you wish to add the documents to their patient record.
	~~###~~ ### [[File:file_list_chart_nx.jpg\|800px]]		###[[File:file_list_chart_nx.jpg\|800px]]

	=== Key Features ===		=== Key Features ===

Admin: /* How to Upload a Document */

2024-10-15T18:30:17Z

How to Upload a Document

← Older revision		Revision as of 14:30, 15 October 2024
Line 21:		Line 21:
	### Alternatively, Click the '''Chart''' button in the toolbar and select the patient that you wish to add the documents to their patient record.		### Alternatively, Click the '''Chart''' button in the toolbar and select the patient that you wish to add the documents to their patient record.
	### ### [[File:file_list_chart_nx.jpg\|800px]]		### ### [[File:file_list_chart_nx.jpg\|800px]]


	~~[[File:PatientDashboard UploadTest.jpg\|800px]]~~

	=== Key Features ===		=== Key Features ===