Docman Hints and Tips...

Workflow

When viewing a Patients document – Press F2 and you can browse all documents filed into that patient’s record.

Use Summarise – Medical History as a quick way to view the patient’s clinical history.

Press F3 to toggle between split and full screen.

View and List menu-Untick “Sort date newest on top” and this will display the oldest document at the top of the list.

Press F6 to show the Document History & Audit Trail for the document.

When viewing the Document History & Audit Trail untick Group by User to display the history chronologically.

Click the Clinical System button to open the Patient’s Clinical Record.

Viewing Documents

Sort your columns and widths by clicking the column headings.

Save this layout by Options – Layout & Settings and click on Save Document List Layout.

Remove inactive patients from Searches by clicking options (from search window) - Hide Inactive Patients.

To select multiple pages within batch manager left click the mouse and hold, then form a box round the pages you want to select rather than clicking on the first page, holding the cntrl key and click on the remaining pages to select them.

Toolbar

Drag the toolbar to a new position on the screen.

Save this position by clicking on the far right dropdown box, choose Options, then save Screen Position.

Enable a small toolbar by clicking on the far right dropdown box, choose Options, then click on Small Toolbar.

Capture Word Docs or Emails using the DocMan Toolbar by Clicking the Centre Drop down Icon.

Computer screens