Documents Usage

Add Documents from Files

1. Click the Add Document from Files button on the toolbar.

2. Browse and select one or more files. Click Open.

Add Documents from Folder

1. Click the Add from Folder button on the toolbar.

2. Browse and select the folder.

3. Click the OK button to import the folder hierarchy and content.

Add Image Documents from a Media Device

1. Click the Capture Image button on the toolbar.

2. Capture the image or images from the Media Device and click Save and Close.

Note that using Media Device functionality requires that Media Device items to be defined

Add Video Documents from a Media Device

1. Click the Capture Movie button on the toolbar.

2. Capture the movie from the Media Device and click Save and Close.

Please note that using Media Device functionality requires that Media Device items to be defined

Open a Document

Right-click the document you want to open and select Open. You can also double-click the document to open it.

Editing a Document

1. Select a document and click the Edit button on the toolbar.

2. After editing the Document using the specific application program, Save the changes.

Note that to edit a document you need to have the application program that supports its file type.

Deleting a Document

1. Select a document and click the Delete button on the toolbar.

2. Click the Yes button to confirm. The selected document is deleted..

Note that removing a document removes any related records linked to that document.

Lock a Document

1. Right-click the Document o be locked and select Lock.

Unlock a Document

1. Right-click the Document o be unlocked and select Unlock.

Top of Page

Using Patient Manager