This guide contains details on how the buttons located at the top of lab reports or documents when viewing them can be used to interact with them. These buttons can be used to either leave comments on reports or documents, send them to other EMR users to review, or archive them. After a document or report is assigned to a patient, you can easily navigate to sections of the patient's record or chart using some of these buttons.
Acknowledge
The Acknowledge button is used to identify/mark documents you have reviewed. When you click the "Acknowledge" button, by default, you will be prompted to enter a comment (you do not have to add a comment). A document has to be assigned to a demographic record before it can be Acknowledged. Clicking on the "Acknowledge" button removes the document from your inbox and adds it to your acknowledged items.
Comment
The Comment button is used to add a comment on a lab report or document. There are several reasons you may want to leave a comment on a report or document, examples include; to share information with other EMR users/ providers, to request information from other users/ providers, to record a thought before a report or document is fully reviewed and to comment on a document that has not been assigned to you. Commenting on a document in the general inbox removes it from the general inbox and moves it into your personal inbox.
Forward
This is used to send a copy of a document to other users. Clicking on the Forward button redirects you to a page to select users you’d like to forward a document or lab results to
On the ‘Select Provider’ page, enter the last name of the provider you would like to forward the result or document to into the input field at the top, then click on their name from the populated list to select it. The selected provider should appear in the forward list box on the right.
You can forward the result to multiple providers, by adding them individually to the Forward list.
Click on a Provider’s name in the 'Forward List' box, then click on the 'Left Pointing Double Arrow’ button in the center to add them to the 'Favorites' box. Providers you frequently forward documents to can be added to the favorites list.
Click on a Provider’s name in the 'Favorites' box, then click on the "Right Pointing Double Arrow" button in the center to add them to the 'Forward List' box.
Double click on a Provider’s name in the 'Forward List' or 'Favorites' box to remove it from the list.
Click on the "Submit" button at the bottom to send a copy of the result to the provider's inbox.
File
The File button is used to archive documents that do not need to be reviewed by a provider. You can file a document;
that is a copy of another document,
that has already been seen by the provider,
that has already been split into patients' charts,
that are not patient related.
Filing a document removes the document from your inbox or the general inbox and moves it into the filed/ archived items. A document does not have to be assigned to a demographic before it can be filed.
While technically very similar, Acknowledge and File are quite different philosophically. Typically you only file a document which does not require review or comment.
This set of buttons become active after a document is assigned to a patient’s chart. See details on how to Assign a Document to a Demographic Record Here. Regardless of which UI you are accessing the inbox from, clicking on any of these buttons redirects to the Classic UI.
Messenger (Msg)
This is used to send an internal message to another user. This message will be linked to the assigned demographic’s eChart. Clicking on the ‘Msg’ button opens the EMR’s internal messenger.
Tickler
You can create a tickler linked to the assigned patient’s chart with a document as an attachment by clicking on the ‘Tickler’ button. See details on how to create a tickler here. The created tickler will contain an “ATT” link in the message column that links to the document the tickler was created from.
E-Chart
Clicking on the ‘eChart’ button opens the assigned patient’s eChart. Regardless of which user interface you are using, the eChart will open in the Classic user interface.
Master Record(Master)
Clicking on the ‘Master’ button opens the assigned patient’s master record. Regardless of which user interface you are using, the Master Record will open in the Classic user interface.
Appointment History (Appt History)
The Appt History button opens up a list of the assigned patient’s past and upcoming appointments,