<< Click to Display Table of Contents >> Navigation:  Appointment Tracking Board > Scheduled Appointments Tab > Document Request > Viewing Documents

Once a patient has submitted documents, the Documents icon will display with either a blue dot and/or a red dot next to it.

 

A blue dot will indicate the document(s) were successfully received and hovering over the icon will display those documents in blue text along with the date they were received. Selecting a document name in blue text will display the document.

 

A red dot will indicate there was an error with submitting the document(s) and hovering over the icon will display those documents in red text along with the error. Selecting the document name with the error will display the error message.

 

The Scheduled Appointments tab may be filtered to display Documents Returned, Documents Not Received, as well as, Documents With Error by selecting the Show drop-down at the top of the screen.

 

To view documents the patient has submitted, select the Documents icon.

 

NOTE: Any documents received by the patient will initially display on the Profile Docs tab in Electronic File Management. Please see Moving Documents for the steps to associate submitted documents to the correct patient visit.

 

The Document Date column will reflect the date the document was last updated in Electronic File Management. The Last Request column will reflect the date the document was requested from Patient Connect. The Last Received column will reflect the date the document was last received from the patient, due to the Patient Connect request.

 

The Status column will reflect the status of document requests. The statuses are as follows:

•Sent: The document request has been sent via email and/or text.

•Viewed: The patient has opened the document request link received via email and or text.

•Responded: The document has been submitted by the patient.

•Error: This may display for one of the following reasons:

▪After receiving the document, an error occurred while posting the document to Electronic File Management.

▪There was an error prior to sending the document request to the patient.

▪If this error appears, select the document link to see the error.

 

NOTE: Documents added directly to Electronic File Management will also display in the documents tab.

 

If wanting to request a document again, select the appropriate checkbox in the Documents column and then select Send Requests.

 

Document Request

 

 

To view a document, select the document title from the Documents column. It will then display on the right side of the screen.

 

Document Request - View Document