The Patient Documents area is used to view and print patient documents stored in folders conveniently located on the Patient Dashboard for easy access. Other features include the ability to add and/or rename patient document folders.
To access the Patient Documents area click for instructions.
1. Log in to the Covisint portal. Your Home page displays.
2. If your organization consists of more than one practice, you must first select your practice from the drop-down list on the Practice Chooser portlet (on the Home page). Otherwise, skip this step.
3. On the Home page, use the Patient Search feature to find the patient for which you want to complete an online form.
4. When the search results display at the bottom of the Patient Search screen, click on the patient's name. The Patient Documents area displays on the Patient Dashboard.
To view and/or print a
document stored in a patient folder:
1. On the Patient Documents area, click the name of the document. The document displays on the Attachment Viewer screen.
2. On the Attachment Viewer screen, click View PDF.
3. When the File Download dialog box displays, click the Open button to view the document.
4. If you want to preview and print the document:
a. On the Adobe Acrobat window, click File > Print on the menu bar.
b. When the Print window displays, select your local printer from the drop-down list in the Name field.
c. Click OK to print the document and close the Print window, which returns you to the Patient Documents portlet.
5. Or if you want print the document without previewing it:
a. On the Attachment Viewer screen, click Print.
b. When the Print window displays, select your local printer from the drop-down list in the Name field.
c. Click OK to print the document and close the Print window, which returns you to the Patient Documents portlet.
To rename a patient folder:
1. With your mouse, hover over the folder name and right click the mouse button. A pop-up window displays.
2. On the pop-up window, click Rename.
3. Type the new name in the text box, then click outside of the text box to save the changes.
To add a new patient folder:
1. With your mouse, hover over the folder name in which you want to add a new folder and right click the mouse button. A pop-up window displays.
2. On the pop-up window, click New Folder. The new folder displays in the Patient Documents portlet. The default folder name is "New Folder." Rename the folder.
| RESULT: |
| You have viewed and/or printed a document stored in a folder in the Patient Documents area. |
The following describes the Fields and Menu Options on the Patient Documents area.
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Fields section |
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FIELD NAME |
DESCRIPTION |
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Click the |
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Name |
Name of the folder, sub folder, and patient document. |
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Type |
Describes the type of folder or patient document. |
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Menu Bar options |
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Help |
Click Help to display Physician Office Help. |
