GP Document Workflow
Webinars
Release Notes
Docman GP 276 - June 2026
Docman GP 272 - April 2026
Docman GP 268 - March 2026
Docman GP 266 - February 2026
Docman GP 261 - November 2025
Docman GP 259 - October 2025
Docman GP 257 - September 2025
Docman GP 255 - August 2025
Docman GP 253 - July 2025
Docman GP 251 - June 2025
Docman GP 249 - June 2025
Docman GP 247 – May 2025
Docman GP 245 – April 2025
Docman GP 241 – March 2025
Docman GP 238 – Jan 2025
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How to Reset Your Own Password
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Patient Documents
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How to Add Date and Time Stamp Annotation
How to File a Document with Intellisense
How to File a Document with Filing Templates
Create a Document Review - Workflow Template
Create a Document Review - Manual
Create a Document Review - Levels (Sequential)
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How to create a Workflow Template (video)
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What are Patient Facing Services?
What are Patient Facing Services?
Patient Visibility settings when Filing - No Review
Patient Visibility settings when Filing - Review
Setting Visibility in Workflows or Tasks
Existing documents and setting visibility - Edit Filing Details
Existing documents and setting visibility - Move
Existing documents and setting visibility - Duplicate
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Docman Connect
Connect Release Notes
Docman Connect 276 - June 2026
Docman Connect 272 - April 2026
Docman Connect 268 - March 2026
Docman Connect 266 - February 2026
Docman Connect 261 - November 2025
Docman Connect 259 - October 2025
Docman Connect 257 - September 2025
Docman Connect 255 - August 2025
Docman Connect 253 - July 2025
Docman Connect 251 - June 2025
Docman Connect 247 – May 2025
Docman Connect 245 - April 2025
Docman Connect 241 - March 2025
Docman Connect 238 – January 2025
Docman Connect User Guide
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- GP Document Workflow
- Webinars
- Recorded Webinars
Recorded Webinars
Updated
by Charlotte Wood
Please use the below links to access all on demand webinars available
Coming Soon: Managing Users and Profiles - LIVE 17th June
URL: Coming Soon
Mastering Docman10 Reporting - Optimising Reports for Valuable Insights
URL: Mastering Docman10 Reporting - Optimising reports for valuable insights
On this session you will learn how to master Docman10 reporting, to ensure you have the best insights for your practice
- How to access the reporting features and roles requirement
- System Configuration Reports
- Task Tracker Reports
- Documents filed Reports
- User activity Reports Q&A
Streamlining Patient Document Workflow - Mastering Task Actions and Optimising your Workflow
URL: Streamlining Patient Document Workflow: Mastering Task Actions and Optimising Your Workflow
This webinar will cover three key areas to help Docman 10X users optimise their patient document workflow. By attending this webinar, Docman 10X users will be able to:
- Understand the functionality and benefits of Task Actions in streamlining patient document workflows.
- Effectively manage task templates, comments, and quicksteps to reduce manual input and enhance user experience.
- Implement strategies to maximise the utility of task views, thereby improving productivity and workflow efficiency.
Efficient Document Management - Optimising Intellisense for Patient Filing
URL: Efficient Document Management: Optimising Intellisense for Patient Filing
This webinar will cover three key areas to help Docman 10X users optimise their patient document workflow. By attending this webinar, Docman 10X users will be able to:
- Understanding Intellisense
- How Intellisense works and its benefits for patient document filing
- Managing Intellisense Templates
- A step-by-step guide to managing templates and best practices for optimal performance
- Optimising the Patient Document Filing Process
- Tips and strategies for maximising Intellisense effectiveness and improving filing accuracy
Overview of Clinical Coding
URL: Overview of Clinical Coding in Docman
This webinar will cover key areas to help Docman 10X users optimise their clinical coding workflow. By attending this webinar, Docman 10X users will be able to understand:
- How to create a Coding Task
- How to use the Code lists
- How to use the lasso to find Code, adding values and notes
- Adding codes to filing templates
GP Document Workflow Webinar - High level overview of key topics
URL: GP Document Workflow Webinar
This webinar presents a high level overview of the following topics in Docman:
- Intellisense and manual filing templates
- Task templates and task views
- User activity report
- Docman resource centre