View new patient documents

The documents tab on the navigation bar shows all documents submitted through the patient portal. Documents that have been accepted or deleted will no longer show on the list.

Providers will be able to see all patient documents assigned to them. Staff members will be able to see patient documents for the provider they are writing as. Staff users can accept patient documents on behalf of a provider. Level 1 or level 2 staff can see documents sent to the provider they are writing as and accept them. If the staff user changes their writing as physician, the patient documents shown in the dashboard table will change. Level 0 Admin Staff will not be able to accept patient documents as they do not have access to see beyond patient demographics in the EHR.

Click Documents in the header.

Click View to preview a document.

Accept documents

Click Accept to the right of a document to save it to the patient’s chart. The document will be removed from the documents dashboard and added to the Patient Documents section of the patient dashboard.

Intake and consent forms that were sent to the patient and completed are automatically added to the patient dashboard. Accepting these documents will acknowledge them and remove them from the documents dashboard.

To accept multiple documents at once, select the checkboxes to the left of the documents, then click Accept Selected above the table.

Delete documents

Select the checkboxes to the left of the documents, then click Delete Selected.

Only documents uploaded by the patient can be deleted. Intake and consent forms that were sent to the patient and completed are not able to be deleted from the record.

View accepted forms

From the patient dashboard, click Patient Documents.

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Intake and consent forms that were sent to the patient and completed are automatically added to the patient dashboard and filed under Electronic Patient Forms.

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Documents uploaded by the patient from their portal are added to the patient dashboard and filed under Patient Portal Documents once accepted.

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Click View to review the document.

Click the file folder icon to give the form a description.

The signed date and form title are displayed. Enter a description if applicable, then click Save.

Intake forms score

If the patient was sent and completed a pre-built intake form from the Intake Form Library, the form will auto-calculate the patient's score, such as a Depression Severity score. Click View to review the patient's responses, score and scoring scale.

The form will display in a PDF viewer. Review the patient's responses.

Scroll to the bottom of the form to view the patient's score.

Below the score is the form's scoring scale informing you where on the scale the patient scored.

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Manage New Patient Documents