View source for HOWTO:Associate A Document Attachment To An Encounter

= Introduction =

The Documents tree feature has grown substantially in the past few years. These additions have been separately documented in various other wiki pages. This page looks at a recent upgrade which allows associating a file in a patient's document tree with a specific encounter. I'll do my best to not duplicate Document Tree features documented elsewhere.


= Procedure =

1. Open the patient's Documents in their dashboard

[[Image:af00.png]]


































[[Image:af02.png|right]]


2. Locate and click on the target file in its category (image at right)




'''''NOTE: the target file may already exist in the document tree; associating it to an encounter is not part of the upload process.'''''


















File opens with buttons along top (below)* ''''Contents'''' shows the file
* ''''Properties'''' shows the controls you're looking for.



[[Image:af03.png]]


3. Click 'Properties'


* Controls are found on the panel (below) for multiple functions that can be performed on the document.
* Each change in the file’s Properties is made separately, one at a time.
** To make multiple Property changes you must return to step 2 above for each change
* Click the execution button ('Move', Submit', 'Update' etc) of any property to effect the change in that property
* It may be difficult to differentiate which controls are for which functions
** Refer to the pictured round rectangles below





[[Image:af04.png]]




Briefly:

'''A. File encryption section''': controls self- explanatory* Click 'Validate' to finalize





'''B. Rename section''' - change file name and date as displayed in the document tree* Click ‘Update' to set changes



[[Image:af03Rename.png|right|top]]


























'''C. Move document '''- changes location of file* '''' to Category'''' - select new document tree category <br/>and/ or
* '''' to Patient PID'''- changes ownership of document to different patient<br/>


'''D. 'Tag to Encounter'''' is a dropdown list of all this patient's encounters.* Select the desired encounter<br/>
- or may create a new encounter: 
* Click checkbox ''''Create Encounter'''' and choose the visit category from that dropdown.
* Click 'Submit' at end of line





See success note at top:[[Image:af04b.png|right]]






















'''E. 'Tag to procedure' '''- to relate the document to a procedure order

''if the Procedure Order module is configured the available procedures will appear in the dropdown list''* Click 'Submit' in that line





'''F. 'Notes'''' - enter freetext note in text area* Click 'Add Note'



[[Image:af04a.png|right]]




























* ''''Email' –''' demo email not configured so couldn't research this item





== View In Encounter ==

Open the desired encounter in the customary manner to see the attached file name and document category it is in.

[[Image:af05.png|top]]


* Click on document name (link in round rectangle) to open and view the file (not pictured but is same view as Procedures step 2 above.)







== View In Dashboard ==

In patient dashboard open ‘Messages’

click edit pencil to find note re: attachment

* my three attempts to attach a file are all shown here
** ‘with/ without narration’ - indicates the attachment has the freetext note

* does not show what the message is.  To see the note you’ll need to open the document.



[[Image:af06.png]]








Can open the patient's Messages module and see the same three uploads.

[[Image:af07.png|top]]

= Conclusion =

Remember the document category must have been created in the practice settings, as described in:
[[OpenEMR_7_Practice_Settings#Documents]] .