Linking scanned documents to a patient chart

Linking scanned documents to a patient chart

Linking documents to a patient chart

Admin > Index files.



  1. Review the document to find the patient it belongs to.
  2. Search the patient in the client lookup field or select new client to create a new patient.
  3. Decide what the scan type should be, select from the dropdown.
  4. Enter the date of the result/report into the date field.
  5. Type the description if you need further labelling.
  6. Select applicable radio button (No review, Urgent or Review by-select practitioner from the dropdown next to it).
  7. Select the option to copy the file to the chart and delete it from this file location, or to copy the file and leave a copy in the current file location. (Most common option is to copy file and delete original).
                  Example use of copy file.
                        A report with a mammogram and bone densitometry on the same document.
                              Type: Mammogram (copy file).
                              Type: BMD (copy file and delete original).
                        This could be beneficial for reporting purposes and linking scan dates to chart templates. For example, mammogram scan date to ASaP template.

      8. Select the applicable save, merge, or handout button.
    1. Save w/ Ref – saves the document in the scanned documents, as well as opens the referrals for that patient to attach the document to, or to start a new referral.
    2. Save w/ Task – saves the document in the scanned documents, as well as opens the worklists for that patient to attach the document to, or to start a new worklist.
    3. Save – saves the document in the scanned documents and the assigned scans list if set to review by.
    4. Merge – highlight an existing document on the patient chart form the list, click merge, the document will combine to the current document.
    5. Save as handout – saves the document in the list of patient handouts (found when clicking print on a patient chart). Click here for more details on patient handouts.

Unlinking a document from a chart

Open client card and click scans.


Highlight the document to remove from the chart using the document tree in the middle.

Select:

  1. Delete page – deletes the page that is highlighted in the bottom half of the window.
  2. Delete image – deletes the entire file from the patient chart.
  3. Import image – opens a select file window to add a document from a different location to the scans folder.
  4. Re-index image – disconnects image from the patient chart, returning it to the scans folder to link to another chart.

Restore deleted images

Open client card and click scans.


Select ‘Show deleted’ check box.

Highlight the image to restore from the list.

Click undelete image.

The document will appear back on the overview in the scanned and link documents section.


Import an Image into a Patient’s Chart

Open client card and click scans.

Click the import image button, the Select File window will appear.

Browse to the location of the image file.

Double-click the file.

Image type window pops up, select appropriate type.


Click ok.

To add a description, open the document from the document tree.


Enter description in the text box shown above.

Click Save.


Scan a document into the scans folder in Healthquest

Admin > Scan documents. The batch scanning window pops up.


Place the document/s into the scanner.

Click Scan, this opens the scanner properties window.

Select document feeder or flatbed.

Click scan.


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