🎞️ View video tutorial: Splitting incoming documents
Once a patient document is filed to the Patient Files section of a patient chart, for example, when you manually upload a document for one patient, you can use the built-in PDF editor to split PDFs and image files (PNG, JPEG/JPG, TIFF/TIF).
Splitting a document that is already filed to a patent chart involves deleting the pages from the original document that you don't want in the new document, then saving the new document with a new name. The CHR saves the pages that are currently in the document editor window. Then return to the original document and repeat the process.
📌 Note: To split an unassigned document like a hospital report that references multiple patients into separate documents and save it to the individual charts, from the Inbox, refer to Splitting unassigned documents from the Inbox.
Steps
1. From the main menu click Inbox or, from the patient chart, click Start/Open > Patient Files.
2. Find and open a PDF document, and click the Document Editor icon.
A new window opens with the PDF editing tools.
💡 Tip: To adjust the page magnification, click Zoom In or Zoom Out. Alternatively use Ctrl{Cmd}+ or Ctrl{Cmd}- on your keyboard.
3. To split the current document and create a new document with only the applicable pages, select the pages you do not want to include.
A blue frame appears around the selected pages.
💡 Tip: If the document is very large, click Select All. A blue frame appears around all the pages. Select the pages you want to include. To adjust the page magnification, click the ellipsis in the top right and select Zoom In or Zoom Out.
4. Click Delete Pages.
📌Note: Deleting a page in the editor does not remove the page from the original document unless you click Apply.
5. Click Save As…
📌Note: The CHR saves the pages that are currently in the document editor window.
In the Upload File window that appears:
If the original document is not assigned to a patient, add a patient name, and enter file details such as file name, description, and owner.
If the original document is already assigned to a patient, to assign the new document to a different patient, click the patient name at the top and search for or add a new patient. Change the file details, such as file name, description, and owner.
📌 Note: You must assign an owner to the document. The owner receives the file in their inbox if Notify New Owner is selected.
6. Click Save.
The document you just created appears in a new window. You can further edit, annotate, download, print, or share the document.
7. Close the new document to go back to the original document (with all the pages) and edit it accordingly, i.e. delete the pages and save the changes.
Updated May 15, 2024