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Find a patient document

List the documents filed for a patient and open the one you need.

Use Document List to see everything filed for a patient in one place.

note

Who does this: front desk, records staff or clinical staff · Where: File Manager › Document List

Find a document​

  1. Open File Manager › Document List. The screen asks you to choose a patient first.

    The Document List with the message to choose a patient from the Patient Name filter, and the empty list.

  2. Choose the patient from the Patient Name filter. The list fills with that patient's documents, with each file name, date and group.

  3. Use the filters on the column headings to narrow the list, and the page controls at the bottom to move through it.

  4. Open a document from its row.

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