Visit Screen – Documents

Visit Screen – Documents

Estimated reading time: 1 min

When in a Visit Work Area, send and keep track of documents related to a patient by selecting the ‘Docs’ button in the “toolbar”.

The Letters (Docs) dialog box will show:

  • a description of the letter
  • the name of the letter
  • the date the letter was created
  • any modification date and the user who created the letter
  • Adding Documentation

  • Click on ADD.
  • From the window that opens, choose a document you would like to add to the patient record.
  • Click OK.
  • Edit the template being used (if necessary) and enter a description for the document you are creating.
  • Click OK.
  • RxWorks will create and preview a document, based on your template choice.
  • Edit any details in the word document (if necessary) and SAVE.
  • This document will now appear in the Letters window.
  • Editing Documentation

  • Select the document you wish to edit.
  • Click EDIT.
  • When the document opens, edit the details as required.
  • SAVE the document and CLOSE.
  • Deleting Documentation

  • Select the document you wish to delete.
  • Click DELETE.
  • A message will appear prompting you to confirm this action.
  • Click YES.
  • Previewing Documentation

  • Select the document you wish to preview from the list.
  • Click on PREVIEW.
  • RxWorks will open the document.
  • Printing Documentation

  • Select the document you wish to print from the list.
  • Click on PRINT.
  • Before you can send any letters, you first have to add a letter to the list. Once you add a letter to the list in this way, you will always be able to go back to it.

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