Working with Patient Documents

Working with Patient Documents

Estimated reading time: 10 min

Printing Patient Documents

Many client and patient documents are produced automatically as you work:

However, sometimes you need to print or reprint a document manually.
You can do this by using the PRINT button in the “toolbar” from a Patient’s Work Area.

Patient History

Creating and Printing Patient History

  1. Navigate to the Patient you wish to print a Patient History for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Patient History’
  4. Fill out the report restrictions as required.
  5. Click Create And Print.

Creating and Previewing Patient History

  1. Navigate to the Patient you wish to preview a Patient History for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Patient History’
  4. Fill out the report restrictions as required.
  5. Click create and preview.

Exporting Patient History

  1. Navigate to the Patient you wish to export a Patient History for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Patient History.’
  4. Fill out the report restrictions as required.
  5. Choose to EXPORT the report.
  6. In the window that appears, choose the Format and Destination for the exported file.
  7. Click OK.
  8. Depending on the export option you have selected, you may need to select one or more options. Complete as required and click OK.

Creating a PDF of the Patient History

  1. Navigate to the Patient you wish to create a PDF for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Patient History’
  4. Fill out the report restrictions as required.
  5. Click PDF.

Emailing a Patient History

  1. Navigate to the Patient you wish to email a document for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Patient History’
  4. Fill out the report restrictions as required.
  5. Click EMAIL. This will open your email program with the selected document attached and ready to send.
With or Without Inclusions?

If a client has lab results and / or attachments in their record, RxWorks will provide you the option to Print or Preview Patient Histories with these attachments.
To include an attachment in the Patient History:

  1. Select print with inclusion or preview with inclusion.
  2. A new window will appear. Check the boxes for the attachments you wish to use.
  3. Click CONTINUE.

Weight History

Creating and Printing Weight History

  1. Navigate to the Patient you wish to print a Weight History for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Weight History’
  4. Fill out the report restrictions as required.
  5. Click CREATE AND PRINT.

Creating and Previewing Weight History

  1. Navigate to the Patient you wish to preview a Weight History for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Weight History’
  4. Fill out the report restrictions as required.
  5. Click create and preview.

Exporting Weight History

  1. Navigate to the Patient you wish to export a Weight History for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Weight History’
  4. Fill out the report restrictions as required.
  5. Choose to EXPORT the report.
  6. In the window that appears, choose the Format and Destination for the exported file.
  7. Click OK.
  8. Depending on the export option you have selected, you may need to select one or more options. Complete as required and click OK.

Creating a PDF of the Weight History

  1. Navigate to the Patient you wish to create a PDF for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Weight History’
  4. Fill out the report restrictions as required.
  5. Click PDF.

Emailing a Weight History

  1. Navigate to the Patient you wish to email a document for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Weight History’
  4. Fill out the report restrictions as required.
  5. Click EMAIL. This will open your email program with the selected document attached and ready to send.
With or Without Inclusions?

If a client has lab results and / or attachments in their record, RxWorks will provide you the option to Print or Preview Patient Weight Histories with these attachments.

To include an attachment in the Weight History:

  1. Select print with inclusion or preview with inclusion.
  2. A new window will appear. Check the boxes for the attachments you wish to use.
  3. Click CONTINUE.

Temperature History

Creating and Printing Temperature History

  1. Navigate to the Patient you wish to print a Temperature History for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Temperature History’
  4. Fill out the report restrictions as required.
  5. Click CREATE AND PRINT.

Creating and Previewing Temperature History

  1. Navigate to the Patient you wish to preview a Temperature History for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Temperature History’
  4. Fill out the report restrictions as required.
  5. Click CREATE AND PREVIEW.

Exporting Temperature History

  1. Navigate to the Patient you wish to export a Temperature History for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Temperature History’
  4. Fill out the report restrictions as required.
  5. Choose to EXPORT the report.
  6. In the window that appears, choose the Format and Destination for the exported file.
  7. Click OK.
  8. Depending on the export option you have selected, you may need to select one or more options. Complete as required and click OK.

Creating a PDF of the Temperature History

  1. Navigate to the Patient you wish to create a PDF for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Temperature History’
  4. Fill out the report restrictions as required.
  5. Click PDF.

Emailing a Temperature History

  1. Navigate to the Patient you wish to email a document for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Temperature History’
  4. Fill out the report restrictions as required.
  5. Click EMAIL. This will open your email program with the selected document attached and ready to send.
With or Without Inclusions?

If a client has lab results and / or attachments in their record,
RxWorks will provide you the option to Print or Preview Patient Temperature Histories with these attachments.
To include an attachment in the Temperature History:

  1. Select print with inclusion or preview with inclusion.
  2. An new window will appear. Check the boxes for the attachments you wish to use.
  3. Click CONTINUE.

Syndication Member Details

Creating and Printing Syndication Member Details

  1. Navigate to the Patient you wish to print Syndication Member Details for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Patient Syndicate Members’
  4. Fill out the report restrictions as required.
  5. Click CREATE AND PRINT.

Creating and Previewing Syndication Member Details

  1. Navigate to the Patient you wish to preview Syndication Member Details for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Patient Syndicate Members’
  4. Fill out the report restrictions as required.
  5. Click CREATE AND PREVIEW.

Exporting Syndication Member Details

  1. Navigate to the Patient you wish to export Syndication Member Details for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Patient Syndicate Members’
  4. Fill out the report restrictions as required.
  5. Choose to EXPORT the report.
  6. In the window that appears, choose the Format and Destination for the exported file.
  7. Click OK.
  8. Depending on the export option you have selected, you may need to select one or more options. Complete as required and click OK.

Creating a PDF of the Syndication Member Details

  1. Navigate to the Patient you wish to create a PDF for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Patient Syndicate Members’
  4. Fill out the report restrictions as required.
  5. Click PDF.

Emailing Syndication Member Details

  1. Navigate to the Patient you wish to email a document for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Patient Syndicate Details’
  4. Fill out the report restrictions as required.
  5. Click EMAIL. This will open your email program with the selected document attached and ready to send.
With or Without Inclusions?

If a client has lab results and / or attachments in their record,
RxWorks will provide you the option to Print or Preview Patient Syndicate Members with these attachments.
To include an attachment in the Syndication Member Details:

  1. Select PRINT WITH INCLUSION or PREVIEW WITH INCLUSION.
  2. An new window will appear. Check the boxes for the attachments you wish to use.
  3. Click CONTINUE.

Patient Drug Classification

Creating and Printing Patient Drug Classification

  1. Navigate to the Patient you wish to print Patient Drug Classification details for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Patient Drug Classification’
  4. Fill out the report restrictions as required.
  5. Click CREATE AND PRINT.

Creating and Previewing Patient Drug Classification

  1. Navigate to the Patient you wish to preview Patient Drug Classification details for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Patient Drug Classification’
  4. Fill out the report restrictions as required.
  5. Click CREATE AND PREVIEW.

Exporting Patient Drug Classification

  1. Navigate to the Patient you wish to export Patient Drug Classification Details for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Patient Drug Classification’
  4. Fill out the report restrictions as required.
  5. Choose to EXPORT the report.
  6. In the window that appears, choose the Format and Destination for the exported file.
  7. Click OK.
  8. Depending on the export option you have selected, you may need to select one or more options. Complete as required and click OK.

Creating a PDF of the Patient Drug Classification

  1. Navigate to the Patient you wish to create a PDF for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Patient Drug Classification’
  4. Fill out the report restrictions as required.
  5. Click PDF.

Emailing Patient Drug Classification

  1. Navigate to the Patient you wish to email a document for.
  2. Click on PRINT from the Toolbar.
  3. Choose ‘Patient Drug Classification’
  4. Fill out the report restrictions as required.
  5. Click EMAIL. This will open your email program with the selected document attached and ready to send.
With or Without Inclusions?

If a client has lab results and / or attachments in their record, RxWorks will provide you the option to Print or Preview Patient Drug Classification with these attachments.
To include an attachment in the Patient Drug Classification Details:

  1. Select PRINT WITH INCLUSION or PREVIEW WITH INCLUSION.
  2. An new window will appear. Check the boxes for the attachments you wish to use.
  3. Click CONTINUE.

Patient Certificates

Printing Patient Certificates

  • Navigate to the Patient you wish to print a Patient Certificate for.
  • Click on PRINT from the Toolbar.
  • Choose ‘Certificate’
  • Choose the certificate you wish to merge the current patient details into.
  • Click PRINT.
  • Previewing Patient Certificates

  • Navigate to the Patient you wish to preview a Patient Certificate for.
  • Click on PRINT from the Toolbar.
  • Choose ‘Certificate’
  • Choose the certificate you wish to merge the current patient details into.
  • Click PREVIEW. You are able to print this document from the preview window.
  • Emailing Patient Certificates

  • Navigate to the Patient you wish to email a Patient Certificate for.
  • Click on PRINT from the Toolbar.
  • Choose ‘Certificates’
  • Choose the certificate you wish to merge the current patient details into.
  • Click EMAIL. This will open your email program with the selected document attached and ready to send.
  • Faxing / IFaxing Patient Certificates

  • Navigate to the Patient you wish to fax a document for.
  • Click on PRINT from the Toolbar.
  • Choose ‘Certificates’
  • Choose the certificate you wish to merge the current patient details into.
  • Click on FAX (or IFAX).
  • Print for all active patients for this client

    If you would like to print this certificate for all active patients for the current client, check the box ‘Print for all active patients for this client.’

    Patient Letters

    Printing Patient Letters

  • Navigate to the Patient you wish to print a Patient Letter for.
  • Click on PRINT from the Toolbar.
  • Choose ‘Letters’
  • Choose the letter you wish to merge the current patient details into.
  • Click PRINT.
  • Previewing Patient Letters

  • Navigate to the Patient you wish to preview a Patient Letter for.
  • Click on PRINT from the Toolbar.
  • Choose ‘Letters’
  • Choose the letter you wish to merge the current patient details into.
  • Click PREVIEW. You are able to print this document from the preview window.
  • Emailing Patient Letters

  • Navigate to the Patient you wish to email a Patient Letters for.
  • Click on PRINT from the Toolbar.
  • Choose ‘Letters’
  • Choose the letter you wish to merge the current patient details into.
  • Click EMAIL. This will open your email program with the selected document attached and ready to send.
  • Faxing / IFaxing Patient Letters

  • Navigate to the Patient you wish to fax a document for.
  • Click on PRINT from the Toolbar.
  • Choose ‘Letters’
  • Choose the letter you wish to merge the current patient details into.
  • Click on FAX (or IFAX).
  • Print for all active patients for this client

    If you would like to print this letter for all active patients for the current client, check the box ‘Print for all active patients for this client.’

    Patient Forms

    Printing Patient Forms

  • Navigate to the Patient you wish to print a Patient Form for.
  • Click on PRINT from the Toolbar.
  • Choose ‘Forms’
  • Choose the form you wish to merge the current patient details into.
  • Click PRINT.
  • Previewing Patient Forms

  • Navigate to the Patient you wish to preview a Patient Form for.
  • Click on PRINT from the Toolbar.
  • Choose ‘Forms’
  • Choose the form you wish to merge the current patient details into.
  • Click PREVIEW. You are able to print this document from the preview window.
  • Emailing Patient Forms

  • Navigate to the Patient you wish to email a Patient Form for.
  • Click on PRINT from the Toolbar.
  • Choose ‘Forms’
  • Choose the form you wish to merge the current patient details into.
  • Click EMAIL. This will open your email program with the selected document attached and ready to send.
  • Faxing / IFaxing Patient Forms

  • Navigate to the Patient you wish to fax a document for.
  • Click on PRINT from the Toolbar.
  • Choose ‘Forms’
  • Choose the form you wish to merge the current patient details into.
  • Click on FAX (or IFAX).
  • Print for all active patients for this client

    If you would like to print this form for all active patients for the current client, check the box ‘Print for all active patients for this client.’

    Patient Reminders

    Printing Patient Reminders

  • Navigate to the Patient you wish to print a Patient Reminder for.
  • Click on PRINT from the Toolbar.
  • Choose ‘Reminders’
  • Choose the reminder you wish to merge the current patient details into.
  • Click PRINT.
  • Previewing Patient Reminders

  • Navigate to the Patient you wish to preview a Patient Reminder for.
  • Click on PRINT from the Toolbar.
  • Choose ‘Reminders’
  • Choose the reminder you wish to merge the current patient details into.
  • Click PREVIEW. You are able to print this document from the preview window.
  • Emailing Patient Reminders

  • Navigate to the Patient you wish to email a Patient Reminder for.
  • Click on PRINT from the Toolbar.
  • Choose ‘Reminders’
  • Choose the reminder you wish to merge the current patient details into.
  • Click EMAIL. This will open your email program with the selected document attached and ready to send.
  • Faxing / IFaxing Patient Reminders

  • Navigate to the Patient you wish to fax a document for.
  • Click on PRINT from the Toolbar.
  • Choose ‘Reminders’
  • Choose the letter you wish to merge the current patient details into.
  • Click on FAX (or IFAX).
  • Print for all active patients for this client

    If you would like to print reminders for all active patients for the current client, check the box ‘Print for all active patients for this client.’

    Patient Record Cards

    Printing and Previewing Patient Record Cards

  • Navigate to the Patient you wish to print a Patient Record Card for.
  • Click on PRINT from the Toolbar.
  • Choose ‘Patient Record Card’
  • The Report card will open in Microsoft Word with the patient details merged.
  • Click FILE > PRINT.
  • Documents and Attachments Window

    Both Attachments AND documents linked to clients can be viewed in a consolidated, chronological list.

    Accessing Attachments And Documents

    Access the ‘attachments and documents’ window through the
    ‘Attachments’ and/or ‘Docs’ buttons in the toolbar. Each of the bottons
    will be highlighted if there are existing attachments and documents to
    be found.

    What’s An Attachment, What’s A Document?

    Attachments show with a paper clip icon.
    Documents show with a document icon.
    Files that cannot be found will have a red exclamation next to them. This usually occurs when the file has been deleted or moved from it’s original location on your computer or network.

    The Attachments And Documents Window

    By default, the window will show attachments only. Check the ‘Show Merged Documents’ option to include all saved documents that have been generated in relation to the client, patient or visit.

    The files are listed in reverse chronological order, with the most recent at the top of the list.
    The files can be filtered by name, to make it quicker to find files.
    You can choose to view and attach DICOM files.

    Adding Attachments

    To add an attachment, click the ‘Add Attachment’ button.

    You can create new attachments by copying an existing one already linked to a patient. This is useful for pregnancy test excel spreadsheets, where a new file is required each year.

    Editing Attachment Content

    You can edit the content of a document by selecting the check box next to it and clicking the EDIT button. The document will then open for you to edit.

    Printing and Emailing Documents

    Multiple files can be printed or emailed at once by selecting them and clicking the preferred option in the toolbar.

    New in RxWorks Version 4.4

    Edit Attachment Names

    User feedback brought our attention to attachments in RxWorks. Many users suggested the ability to edit attachment names would be useful. So we built this feature in.
    You can edit an attachments name via the ‘Properties’ button in the ‘Attachments’ window.

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