How to associate documents with the clinical components?
Document Manager > Patient > Folders
Follow the above-mentioned workflow to land on the Document Manager folders.
Users can move clinical documents by drag and drop functionality from:
- Blue to Blue folders (System folder to System folder)
- Yellow to Blue folders (Custom folder to System folder)
- Yellow to Yellow folders (Custom folder to Custom folder)
After a document is dropped from the blue/yellow folder to any other blue folder, the system prompts the user to select a few details to associate that document with the respective clinical component.
Blue to Yellow folder movement is restricted because that removes association of the document altogether. A prompt is displayed to the user if a document is moved from Blue to Yellow folder.
NOTE: Documents cannot be moved to the “Disclosures” system folder because those are generated only from the Disclosures section of the patient profile, to ensure data integrity.
