Diary Admin to Clinical Information (Desktop App)

Debtor Document Manager is used to store any patient documents such as IDs, Medical Aid Cards, Pathology Results, Images etc.

• Debtor Documents can be accessed from two Places:
• Med Debs
• The Diary

TO ACCESS DOCUMENT MANAGER FROM MED DEBS:

• Open the Navigator screen and go to "Med Debs"
  

• If Med Debs screen is open, click on the "Admittance" button to access the Debtors
  

• On the Admittance screen where you can see all the Debtors, "right-click" on the selected Debtor
  
• On the drop-down menu, select "Debtor Document Manager"

• The Document Manager screen will open
• Click on the "Yellow Folder" icon next to the "File to book in" field

• Revision Management:
  
• Book Revision - 
• List Criteria:
• Process -
• Document Type - 
• Refresh List -
• Show all revisions - 

• Select the "Document/Image" that you want to Upload
  
• Click on "Open"

• The selected Document/Image will now be visible in the "File to book in" field
  
• Click on "Book new Document" button to upload the Document into the Debtors file

TAKE NOTE: ALWAYS MAKE A COPY/DUPLICATE OF THE DOCUMENT/IMAGE BEFORE UPLOADING IT ONTO GOODX. ONCE UPLOADED IT WILL BE REMOVED FROM YOUR COMPUTER.

• The document is now uploaded/booked in onto the Debtors file in GoodX

• To "View" the Document, select it and click on the "View Document" button like indicated on the example
  

Metadata: 

• The Document/Image that is uploaded will now pop up for you to view
  

• Thumbnails:

TO ACCESS DOCUMENT MANAGER FROM THE DIARY:

• Open the Navigator screen and go to "Diary"
  

• The "Diary" screen will open
  

• The Debtor Document Manager can be accessed from two places on the Diary:
  
• "Right-click" on the appointment where the debtor is booked on the Diary OR
• On the "Sidebar" under "Shortcuts" there will be a "Patient Documents" button

• Click on Patient Documents

• The Document Manager will open where you can view or upload documents like explained above
• To exit press "OK"