Table of Contents

Create a Document Review

This article introduces the Document Review process, the beginnings of Tasks and Workflow.

A Document Review is the beginning of the Task / Workflow process. This process can begin at the point of filing a document, or after a document has been filed. Reviews can be sent to users or groups, depending on the processes in your practice. Templates can be defined to allow your processes to be followed simply and easily in your practice.

Create Review Immediately After Filing

A document can be sent for review as part of the filing process.

To choose a recipient:

  1. Select Start Review immediately after filing from the Create Review drop-down field on the File Document screen.
  2. Select Save, the document is saved in the Patient record and the Start Review screen appears.
  3. Use the Document Review panel on the right to choose Templates (see below), or you can select Add Review Level. This opens the User Selection pop up.
  4. Select the user or group from your favourites, or by searching for them.
  5. Select Confirm. The screen will summarise your choice.
  6. Select Start to send the document for review to the recipient(s).

Create a Review Using a Template

From the Create Review drop down on the Filing screen, you will also find a list of configured templates. Under the heading Review using a Template will be a list of configured templates, any items in this list will be intended to simplify your processes, to make them simple and repeatable.

A template maybe named after the user or group its been configured to send the document to. Often, practices will define a process by the type of document. Such as Discharge Summary's, you may find Templates named after the type of document for them to be used for, such as this example.

If the name of the template displays Auto Start after its name, this streamlines the filing and review process even further.

By selecting a Template with Auto Start enabled in the Filing screen, the document will be saved and sent for Review with one press of the Save button. This can be a huge time saving tool with high volumes of documents received each day.

If Auto Start has not been enabled, Selecting Save will save the document in the record, and you are taken to the Start Review screen as described above. The recipient will be entered based on the template configuration. Selecting Start will send the document for review.

Create Reviews in a Sequence

A Document Review can be configured to be sent in sequence. The sequence can be defined as part of a template or when a review is created after filing.

  1. In the Start Review screen, the Document Review panel displays the Add Review Level button
  2. Select a user or group as before will define this as the 1st level.
  3. Select a 2nd level by selecting the new Add Review Level button below. A second level of review is created and labelled on screen.

You can have as many levels as are required, though more than 2 is rare.

Each level and all its associated Tasks MUST be completed before the review process moves to the following level.

Priorities, Due Dates and Completion Options

When sending a document for review, beginning the workflow process, settings can be changed to aid the processing of the document. Settings can be defined in the Document review screen once a recipient has been selected.

On the Start Review screen, within the Document Review panel, once a recipient user or group has been selected a list of options are shown.

  1. Below the recipient displayed, select Settings. A pop up will open and you will be able to define various key elements of the review.
  2. Select a Priority from Low / Normal (Default) / High and 2 Week Wait.

High and 2 Week Wait will show as priority items in red in the recipients / Task inbox, and will be sorted to the top of the list.

  1. Select a Completion Type from Any Member (Default) or All Members.

This feature lets you send a review task to multiple users or a group. The first person to finish the task completes it for everyone. As the on-screen message says, you can choose whether any member can complete it, or if all members are required to complete it.

  1. Select a Due In date.

You can set a deadline for completing the workflow process, either by specifying the number of days or choosing a date on the calendar. Remember, this deadline is calculated in calendar days, not business days.

  1. Enter any Instructions.

This allows you to add comments as instructions for the recipients. Separate levels can have separate instructions.

All the above properties can be defined within the Templates described earlier in this article.

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How to Duplicate Documents Once Filed

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