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. |
Additional Actions | Click this icon to open additional actions. These actions include: Create task linked to this document, Print this document, Fax this document, Open in new tab, Save and re-open in new SOAP note, View patient in new tab, Delete 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. If you add a follow up date, this will appear as a Follow Up Task on that date. |
| 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 this box. These notes are only visible to clinic staff and never to the patient. |
| 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. If you leave this unchecked, then you're able to check it from their chart in the document block at a later date. |
| 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).