Updating files from your inbox

You can easily update several attributes of files or documents received in your inbox. For example, you can change the owner and notify them if the received file isn't assigned to anyone or was incorrectly assigned to you. You can also enter the number of abnormal results, or select file tags for easier search and retrieval. This is really helpful when dealing with incoming documents such as patient-specific faxes or lab results.

Steps

1. From the main menu, click Inbox.

2. Click to open the desired file.

💡 Tip: From this window, if the file isn't assigned to a patient, you can assign it to an existing patient. Click the red magnifying glass icon or, to create a new patient, click the red +Create Patient button and assign the file to them.

3. Click Doc info. The Update Received File window opens.

4. Update the file as follows:

Field	Description
File Name	Change the file name, if required. Click x to remove the default file name. 📌 Notes: Click into the field to search for and select a pre-configured file name. Pre-configured file names may also automatically add tags to the file. When adding multiple file names, they are separated by a space, underscore, or dash. To change the separator, go to Settings > Patient File. To learn more, refer to Configuring patient file names.
Description	Type a description for the document.
Owner	To associate an owner to the file, select a provider from the list. Select Notify New Owner to send the provider an inbox message with the file attached. 📌 Note: You can make this field mandatory (Settings > Patient File > Require file ownership by default).
Tags	Any file tags associated with the file appear as tabs in the Patient Files section of the patient chart. If you selected a default file name and it was pre-configured with tags, the tags are automatically added. For more information, refer to Configuring patient file names. Click + Add a new tag and search for and select a tag from the list to apply to the document for ease of searching and review. For information about customizing the tags, refer to Configuring file tags.
Abnormal Count	If the file is a scanned lab result, enter the number of abnormal results. The number appears as an alert.
Date and Time	Enter the date associated with the document, such as the date of a medical report.
Uploaded Date	Defaults to n/a and cannot be changed. Once you save the file, the date and time you uploaded the file appears.
Last Reviewed At	Defaults to n/a and cannot be changed. Once the file is reviewed, the date and time of the last review appears.
Additional Fields	Click to view more fields. Source Author: The original source of the document. Can be an internal user, or external contact from your address book. Source Facility: The facility that sent the document. Date Received and Time: The date and time your clinic received the document. Report Media: How the document was received, for example, email or download.

5. Click Save.

Updated December 16, 2024