Click on ‘Documents’ from any of the clinical screens, and you will see the chart categories specified by the practice. Any entry with a ‘+’ sign has items below, just point to this and it will explode the category. Documents can enter the system by means of scanners, email, fax, word processing or other means. Each document is shown with the date and time, a description, and the means by which it entered the system. Double click on any document, and you will see it – you can then print, fax, or email the document. Insurance companies and carriers prefer well-organized charts. It saves time for all staff members to be able to quickly locate documents without having to hunt for the chart.
Display any document by double clicking on it. Once displayed, print, fax, email, or make annotations that can be included or excluded in the transmitted document.
If a lawyer or insurance company needs a document, simply select the documents and right click, this will add the documents together and they can then all be transmitted within minutes. Compare that time to what it takes to respond to such questions now.