View options

In Document Center, you can view documents for a patient, family, provider, staff, employer, referral, and insurance plan.

To change the view

In Document Center, on the View menu, click one of the following options:

By Patient - The Select Patient dialog box appears so you can select a patient.

Note: You can also open the Select Patient dialog box by clicking the By Patient button on the View toolbar.

To select a patient, do the following:

Search for the patient.

Do one of the following:

Double-click the correct patient.

Select the correct patient, and then click OK.

By Provider/Staff - The Select Provider/Staff dialog box appears so you can select a provider or staff member.

Note: You can also open the Select Provider/Staff dialog box by clicking the By Provider/Staff button on the View toolbar.

To select a provider or staff member, do the following:

Under Search By, select one of the following options:

This Clinic - To search for a provider or staff member in the clinic that you are currently logged in to.

All Clinics - To search for a provider or staff member in all clinics

My Clinics - To search for a provider or staff member in the clinics to which you have been granted the "My Clinics, Select Provider " security right.

Select one if the following options:

All Providers - To include only providers and staff members who are associated with clinics (and who have a Log On User ID).

In ApptBook - To include providers who have been set up in Appointment Book in addition to providers and staff members who are associated with clinics.

Do one of the following:

To get a list of all applicable providers and staff members, leave the ID and Last Name boxes empty.

To search for a provider or staff member by ID, enter all or part of a user's ID in the ID box.

To search for a provider or staff member by last name, enter all or part of a user's last name in the Last Name box.

Click the search button .

The matching providers and staff members appear in the list.

Do one of the following:

Double-click the correct provider or staff member.

Select the correct provider or staff member, and then click OK.

By Employer - The Select Employer dialog box appears so you can select an employer.

To select an employer, do the following:

In the Enter Employer Name box, enter all of part of an employer's name, and then click the search button .

The matching employers appear in the list.

Do one of the following

Double-click the correct employer.

Select the correct employer, and then click OK.

By Referred To - The Select Referred To dialog box appears so you can select a referral.

To select a referral, do the following:

In the list, select the correct referral.

Note: If the list is long, to filter it by name, in the Enter Name box, enter all or part of the referral name, and then click the search button .

To attach a receiving provider, do the following:

Under Receiving provider, click the Provider search button .

The Select Provider dialog box appears.

Either leave the ID and Last Name boxes empty to get a list of all providers, or enter all or part of a provider's ID or last name in the ID or Last Name box, respectively, to search for a provider.

Under Search By, select one of the following options: This Clinic, to search for the provider in the clinic that you are currently logged in to; All Clinics, to search for the provider in all clinics; or My Clinics, to search for the provider in the clinics to which you have been granted the "My Clinics, Select Provider " security right.

Notes:

The All Clinics option is available only if your user account has been granted the "View All Providers" security right for the Central clinic and if your user account has not been granted the "My Clinics, Select Provider" security right for the clinic that you are currently logged in to.

The My Clinics option is available only if your user account has been granted the "My Clinics, Select Provider" security right for at least one clinic and if your user account has not been granted the "View All Providers" security right for the Central clinic.

Either select the All Providers option to include providers who are associated with clinics (and who have a Log On User ID), or select the In ApptBook option to include providers who have been set up in Appointment Book.

Click the search button .

The matching primary and secondary providers appear in the list.

Do one of the following:

Double-click the correct provider.

Select the correct provider, and then click OK.

If a patient summary has been requested, select the Patient Summary Record Requested checkbox.

If a patient summary has been provided, select the Patient Summary Record Provided checkbox.

Click OK.

By Referred By - The Select Referred By dialog box appears so you can select a referral source.

To select a referral source, do the following:

In the list, select the correct referral source.

Note: If the list is long, to filter it by name, in the Enter Name box, enter all or part of the referral source name, and then click the search button .

To attach a receiving provider, do the following:

Under Receiving provider, click the Provider search button .

The Select Provider dialog box appears.

Either leave the ID and Last Name boxes empty to get a list of all providers, or enter all or part of a provider's ID or last name in the ID or Last Name box, respectively, to search for a provider.

Under Search By, select one of the following options: This Clinic, to search for the provider in the clinic that you are currently logged in to; All Clinics, to search for the provider in all clinics; or My Clinics, to search for the provider in the clinics to which you have been granted the "My Clinics, Select Provider " security right.

Notes:

The All Clinics option is available only if your user account has been granted the "View All Providers" security right for the Central clinic and if your user account has not been granted the "My Clinics, Select Provider" security right for the clinic that you are currently logged in to.

The My Clinics option is available only if your user account has been granted the "My Clinics, Select Provider" security right for at least one clinic and if your user account has not been granted the "View All Providers" security right for the Central clinic.

Either select the All Providers option to include providers who are associated with clinics (and who have a Log On User ID), or select the In ApptBook option to include providers who have been set up in Appointment Book.

Click the search button .

The matching primary and secondary providers appear in the list.

Do one of the following:

Double-click the correct provider.

Select the correct provider, and then click OK.

If a patient summary has been requested, select the Patient Summary Record Requested checkbox.

If a patient summary has been provided, select the Patient Summary Record Provided checkbox.

Click OK.

By Dental Insurance - The Select Dental Insurance Plan dialog box appears so you can select a plan.

To select a plan, do the following:

To search for plans that have particular insurance tags, do the following:

Under Insurance Tag Selection, click the search button .

The Insurance Tag Selection dialog box appears.

Note: If the upper list is long, to filter it by name, click Search, enter all or the first part of a tag name, and then click Show Results to view the matches.

In the upper list, select the desired tags.

Note: To select multiple tags, click a tag, and then, while pressing the Ctrl key, click the other desired tags. To select a range of adjacent tags, click the first tag of the desired range of tags, and then, while pressing the Shift key, click the last tag of the desired range of tags.

Click Add.

The selected tags now appear in the lower list.

Note: To remove a tag from the lower list, select it, and then click Remove.

Click OK.

Note: To clear all the selected insurance tags at one time, click Clear Selection.

Under Search By, select one of the following options: Carrier Name to search by carrier name, Employer to search by employer name, Group Plan to search by group plan name, or Group Number to search by group plan number.

In the Enter [Carrier Name/Employer Name/Group Plan Name/Group Number] box (the name varies according to the selected Search By option), enter all or part of a carrier name, employer name, group plan name, or group plan number (depending on the selected Search By option).

Click the search button .

The matching insurance plans appear in the list.

Do one of the following:

Double-click the correct plan.

Select the correct plan, and then click OK.

By Medical Insurance - The Select Medical Insurance Plan dialog box appears so you can select a plan.

To select a plan, do the following:

To search for plans that have particular insurance tags, do the following:

Under Insurance Tag Selection, click the search button .

The Insurance Tag Selection dialog box appears.

Note: If the upper list is long, to filter it by name, click Search, enter all or the first part of a tag name, and then click Show Results to view the matches.

In the upper list, select the desired tags.

Note: To select multiple tags, click a tag, and then, while pressing the Ctrl key, click the other desired tags. To select a range of adjacent tags, click the first tag of the desired range of tags, and then, while pressing the Shift key, click the last tag of the desired range of tags.

Click Add.

The selected tags now appear in the lower list.

Note: To remove a tag from the lower list, select it, and then click Remove.

Click OK.

Note: To clear all the selected insurance tags at one time, click Clear Selection.

Under Search By, select one of the following options: Carrier Name to search by carrier name, Employer to search by employer name, Group Plan to search by group plan name, or Group Number to search by group plan number.

In the Enter [Carrier Name/Employer Name/Group Plan Name/Group Number] box (the name varies according to the selected Search By option), enter all or part of a carrier name, employer name, group plan name, or group plan number (depending on the selected Search By option).

Click the search button .

The matching insurance plans appear in the list.

Do one of the following:

Double-click the correct plan.

Select the correct plan, and then click OK.

By Single - When you select an entity (patient, provider, staff member, employer, referral, or insurance plan), the By Single option is active (the graphic next to it is highlighted) by default. However, with a patient selected, if you have switched to viewing documents for that patient and that patient's family members, the By Family option is active (the graphic next to it is highlighted); to switch back to viewing the documents of only that patient, click the By Single option.

Note: The By Single button on the View toolbar works similarly:

When you select an entity, the By Single button is active .

With a patient selected, if you click the By Family button , the By Single button becomes inactive .

 If the By Family button is active , you can click the By Single button to make it active and switch back to viewing the documents of only the selected patient.

By Family - If a patient is selected, and the By Single option is active (the graphic next to it is highlighted), to view the documents of not only that patient but also that patient's family members, click the By Family option.

Notes:

The By Family button on the View toolbar works similarly. With a patient selected, if the By Single button is active , you can click the By Family button to make it active and view the documents of not only that patient but also that patient's family members.

The By Family menu option and By Family toolbar button are available only if a patient is selected.

If you are viewing documents for a family, and not all family members are listed, those family members do not have any documents that match the document type, attachment, and date range filters. To list those family members as well, expand the View menu, and then click the List Items without Attachments option. If the menu option has a check mark next to it, family members without documents appear in the document tree.

Note: For your reference, the selected view option appears on the status bar of the Document Center window.