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So, we have changed a few things...

Kevin Wall Updated by Kevin Wall

If you’re migrating from Docman 7 or 8 to Docman GP, we’ve created this quick reference guide to help you with the transition.

Updated interface.

The notification and navigation bar that runs horizontally across the top of the screen is always shown when you’re in the main application.

Where’s Batch Manager gone?

The place that you manage your incoming documents is now called Capture and Filing and is accessible from the Filing icon on the notification and navigation bar.

How do I get to my Workflows?

We have tried to simplify things. Now, during filing you can choose from a number of document review options. By creating a document review (or a workflow in Docman 7/8 terms) a task is created and is sent to the task inbox of the person or people it was created for. You can access your task inbox from the Tasks icon on the notification and navigation bar.

Workflow actions and iWorkflow actions.

In Docman 10 we refer to actions as tasks.

Is Summariser still available?

Summariser has had some major improvements and is now handled through the Task Inbox. We now call the functions that Summariser performed… Clinical Coding

Availability of Intellisense has changed … for the better!

You can now use Intellisense for ANY patient letter on ANY workstation! It’s all part of the Docman license.

New filing features.

  • You can now choose to use the filing templates at the top right hand side of the filing summary screen and use combinations of those values and other values detected by Intellisense.
  • You also have the actual letter previewed on the filing screen so you can read information from it to improve the filing accuracy.
  • When entering information manually, rather than picking from extensive ‘picking lists’, you can now just start typing the word and Docman will automatically suggest the entry, saving you time!

Check in / Check out.

In Docman 7 you need to check a document out to download a copy and then make your changes and when you check the document in, those changes to be seen by others. In Docman GP you download a document using the ‘Download’ action that is available in Docman GP and then you can choose to revise the document stored in Docman using the Add Revision action that is available in the document viewer. Not all user roles have this permission, just Supervisor and Clinical users.

How did we do?

How to Set File Associations to Docman 10

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