Bookings to Discharge: Hospital Patient Administration

You have the capability to upload documents to the Debtor/Patient's file, and these documents can also be easily viewed without the need for printing or downloading.

• The contents of this user manual will consist of the following information: 
  
• Upload Documents
• View Documents
• Download Documents

• This user manual will start on the Debtors screen.

• Click on the Debtor's name for whom you wish to upload documents, from the Debtors List screen.

Please Note: The Debtor can also be searched for by typing in their name in the Search Debtor by *File no, Account, Name, Surname, ID, Mobile or MA Scheme/No search field, or by Clicking on the Ellipse button.

• The Debtors sidebar will open.

• Click on the Account Details button.

• The Account Details screen will open.

• Click on the Uploaded Documents tab.

• The Uploaded Documents screen will open. 

Upload Documents

Documents such as Medical Aid Cards, Proof of Identification, Proof of Employment, Other Practitioner Notes etc. can be uploaded onto the Debtor/Patient's file.

• Click on the +Add New button to add a new document to the Debtor/Patient's file.

• The Document Upload screen will open.

• The abovementioned screen will be explained below:
• Document Classification: When uploading a document, it can be categorised to ensure it is directed to the appropriate location. There are three different types of categories that you will be able to choose from:
• Patient: The documents that are being added are documents directly related to the Patient, for example, their ID.
• Printouts: When a Debtor/Patient or Patient brings along printouts from other Practitioners or maybe blood tests, the documents can be uploaded and will be allocated to the Debtor's file.
• Debtor: Documents related to the Debtor will be uploaded and allocated directly to the Debtor's file.

• Click on the Document Classification drop-down menu and Select the correct Classification Type to which the documents will be uploaded.

Please Note: For each type of Document Classification, you can select the type of documents that are being uploaded.

• Click on the Document Type drop-down menu and Select the most appropriate type of document that you are uploading. For the Patient's document upload there are four different types of documents that can be uploaded.
• Correspondence: If there was any correspondence between the Practice and the Patient, the information can be uploaded.
• Medical: Any Medical related information about the Patient can be uploaded.
• Portrait: Any documents in Portrait orientation.
• Practice: Any documents that the Practice has issued to the Patient.

• Complete a Description of the document being uploaded. There is no character limit within the Description box.

• Instructions are given, advising you what type of documents can be uploaded. 
  

• Click on the Choose File button to choose a file to be uploaded. The file will be saved on your computer.

• Click on the Take Photo button to take a photo with your webcam that will be uploaded to the file.

• The Video Capture screen will open. 
• For more information on how the Video Capture screen works, please refer to the user manual: How to Upload an Image/Photo.

Please Note: At both the Choose File and Take Photo buttons, the wording No file chosen or selected will appear until a file or photo has been selected and added to the file. 

• Click on the Upload from external screen button.

• The Manage External Files screen will open. 

• The Manage External Files screen will advise you to open the Capture App's URL.
• For more information on how to use the Capture App, please refer to the user manual: Upload Image from Capture App.
  
  
  
• Click on the Remove selected file button to remove the file.

• The File/Image that has been selected will then appear in the File to upload block, to indicate which file will be uploaded.

• Click on the Save button to Upload the document to the Debtor/Patient's file.

• All uploaded documents and images will now appear on the Uploaded Documents screen under the Saved Documents section.

Please Note: The files that have been uploaded can be updated with new documents if needed. New documents can be uploaded using the steps explained above in the section of this user manual: Upload Documents.

• Click on the Upload button.

View Documents

All the uploaded documents or images can now also be viewed without having to download it to your computer first. 

• Click on the View button.

• The Viewing screen will open with the image of the file that was uploaded.

Download Documents

The uploaded documents can be downloaded to your computer. 

• Click on the Download button to download the document and save it to your computer.