Inbox

Inbox

Inbox

    Add a header to begin generating the table of contents

    View Inbox

    1. Click Inbox

    Route Document to Patient Chart

    1. Click Inbox
    2. Select a document > click Send to Chart to open the “Patient Lookup” window
    3. Select the correct action (i.e. Route to, Copy to, Link to) from the drop-down > select the correct document name
    4. Enter the patient name, date-of-birth, or chart number > click Search Patient
      1. Or click New Patient to create a new patient
    5.  Double-click the correct patient

    Route Document to Shared

    1. Click Inbox
    2. Select a document > click the Send to Chart drop-down > hover over Shared > select the correct destination

    Route Document to My Documents

    1. Click Inbox
    2. Select a document > click the Send to Chart drop-down > hover over My Documents > select the correct destination

    Route Multiple Documents*

    1. Click Inbox
    2. Select a document > click the Send to Chart drop-down > hover over My Documents > select the correct destination

    Reference Guide

    Inbox Toolbar

    • Refresh: refreshes the patient Inbox with the most up-to-date data
    • Save: saves changes made to the current document
      • Save, On Hold: creates a task with the current document as an attachment to remind the user it is unfinished before saving changes made to the patient note
      • Download Chart Notes: opens the “Select File(s)” window to choose which documents to download
      • Rename Document: renames the current document
      • Export Document: downloads the current document
      • Merge Documents: opens the “Merge Documents” window to combine multiple chart notes
      • Extract Pages from PDF: splits PDF files into multiple documents
      • Delete Document: deletes the current document
    • Cancel: cancel changes made to the current document
    • Send to Chart: opens the “Patient Lookup” window to select to which chart to route, link or copy the current document
      • Inbox: moves the current document to the “Inbox”
      • My Documents: moves document to the selected destination in “My Documents”
      • Shared: moves the current document to the selected destination in “Shared”
    • Print: prints the current document
    • Fax: faxes the current document (see eFax)
    • Comment: opens the “Document Notes” window to comment on the current document