Clicking on any document, reviewed or unreviewed, will pull up a large reviewing window, which displays the document on the left and contains document actions along the top and to the right. Clicking "Review All Unreviewed Docs" in the Documents block will pop up reviewing boxes for every unreviewed document in that patient's file, one behind the other.
Review Document Window Functions
| Needs to be Reviewed by Doctor (checkbox) | Check the box to indicate that the document should remain in the Unreviewed tab and, if desired, indicate which doctor should review. |
 Open in New Tab | Click the icon to open the document in a new browser tab. Alternately, use the link below the save buttons to open the patient's dashboard page in a new tab. This is helpful if you need to view patient document(s) and other parts of the patient record simultaneously or side-by-side. However, to view alongside an open encounter note, use the "Save and re-open in a new SOAP note" link below the save buttons. |
 Print Document | Click the icon to open the browser's print function to print the document. |
| Title | Change the title of the document. |
| Type | Select the document type from drop-down menu. |
| Results | Use the drop-down menu to indicate whether the results shown in the document are: Normal,Uncertain/Borderline, or Abnormal. |
| Follow Up | Indicate that follow up is not needed or select a follow up date using the drop-down menu. |
| Patient Notification | Use the radio buttons to indicate that notification is not needed, that the patient has not been notified, or that the patient has been notified. Use the drop-down menu to indicate how the patient was notified, if applicable. Click on the  Email Patient icon to open a new email to the patient using your browser's default email settings. You can also send a notification by patient portal if the patient has portal-access enabled. |
| Notes/Results | Enter any notes or key results in the WYSIWYG editor. |
| Flag this as Key Document | Use the checkbox to flag the document as a key document that will appear prominently in the Documents block on the patient's dashboard |
| Add to Past Med History | Use the checkbox to add the document to the patient's past medical history. A document that is added to a patient's PMH will appear in the PMH block on the patient's dashboard, as well as in the documents section. |
| Show in Pt's Online Portal? | Use the checkbox to indicate whether the document should be viewable by the patient via his or her online Patient Portal account. |
| Save and Reopen in a new encounter note | Use the link to save changes to the document and reopen it in a new SOAP/encounter note, for example so that you can discuss test results with the patient during a patient encounter. |
| Match to Open Orders | If there are open orders for the patient or orders that are already associated with the document, they will be shown in the review document pop out and you will have the option to use the checkbox beside each open order to match or unmatch the document and the order(s). |
Once you have reviewed a document, you may Save as Unreviewed (saves any changes but leaves the document in the unreviewed tab of the Documents block) or Save Changes (saves any changes and files the document by document type).