All About Managing Patient Documents and Related Actions – CareStack

There are many types of patient documents in the CareStack that you need to handle. This article is your one-stop destination to learn about managing patient documents. Let's explore how to scan, upload, and send documents easily.

Topics Covered

Upload Patient Documents
Share Documents to the Patient Portal
Print Patient Documents
Delete, Rename or Edit Patient Documents

Upload Patient Documents

As much as we want to be rid of paper documents, they still exist - insurance cards, letters sent by other practices, and so forth. You can include electronic copies of these paper documents in the patient profile by uploading, dragging and dropping, or directly scanning. Let's explore alternate ways to upload patient documents in the system.

Browse & Upload a Patient Document

To upload a patient document from your computer, perform the following steps.

Select the patient using the Global Search Bar.
Click Docs. (Documents).

Click Browse Document.

Select the required file.
Click Open.

Tip: You can add as many document types as required.

Once the file is uploaded, you will receive a toast notification stating, 'Document added Successfully'.

Drag & Drop or Scan a Document

To scan a physical document, a scanner must be integrated with CareStack. Once it is integrated, click Scan Document.

Select the Source, Colour Level, and Scan Resolution.
Click on the Show UI toggle button to display the user interface.
The preview will be displayed on the left.
Click Upload once the scan has been captured.

Tip: You can scan a document up to 20 pages at a time.

You can also drag and drop the file into the box to upload the document.

Add a Form Using Quick Links

You can add a form quickly using a quick link. Perform the steps below.

Search for the patient using the Global Search Bar.
Select Docs. (Documents).

Click the + Form quick link at the top.

Or,

Click + Form on the intended Patient Overview.

Select the intended Form(s) by clicking the relevant checkboxes.
Click Add Forms.

A toast notification will appear on the top right stating, 'Form(s) assigned successfully'.

The form(s) will be added to the list.

Add Letter(s) to Patient Document

Click Menu on the intended Patient Overview.
Click +Add Letter.

Select the desired form(s) by checking the relevant boxes.
Click Add Letters.

The letter(s) will be added to the list.
A toast notification will appear on the top right stating, 'Letter(s) assigned successfully'.

Note: Letters that have signature pending from the patient will be automatically shared to the Patient Portal and Kiosk.

Share Documents to the Patient Portal

To send a patient document, perform the steps below.

Select the patient using the Global Search Bar.
Select Docs. (Documents).

To share a single document,

Select the intended document.
- You can find it in the Completed or All tab.
Click the toggle icon for Share to Patient Portal and Mark as Clinical as needed.

A Share Document modal will appear,

Click Yes to share the intended document with the patient.

To share multiple completed documents,

Checkmark the intended documents.
Click Share to Patient Portal.

A Share Completed Document(s) modal will appear,

Click Yes to share the intended documents with the patient.

The patient will now be able to view the document from the patient portal if the practice has configured the patient portal to show documents.

Note: If the form(s)/letter(s) require a patient signature, it will automatically appear in the Pending Forms section of their Patient Portal.

To sign the pending documents:

Click QUICK SIGN FORM.

Fill up the form.
Click SIGN FORM.

Select the relationship with the Patient as Self.
Click Confirm.

Add the Signature and click Sign.

Note: The Documents Page displays the documents in three tabs: All, Incomplete and Complete. The All tab, which is selected as default, includes documents in Completed and Incomplete statuses, while the other tabs show documents based on their respective statuses. You can share only the completed forms to the Patient Portal and Mark as Clinical.

Print Patient Documents

To print different types of documents,

Select the patient using the Global Search Bar.
Click Docs. (Documents).

Select the intended document to print.
- You can find it in the Completed or All tab.
Click Print.

Note: Documents in Incomplete status cannot be printed.

You can preview the form in its printable format.
Click the Print icon to continue.

Delete, Rename or Edit Patient Documents

Let's explore the related actions to manage patient documents that are already uploaded into the system.

Filter Documents

Select the All, Incomplete or Completed tab to view the listed documents accordingly.
You can easily search the documents by filters such as Document Name, Document Type, and Clinical Case.

Delete a Document

To delete a document.

To delete a single document, checkmark it and click the bin icon.
To delete multiple documents, checkmark them and click Delete at the top.

Note: Only documents that do not have a patient signature can be deleted.