Viewing A Document:
Once you have processed the incoming letter, you will be able to view it within the clients profile.
To access this screen, click on the Clients tab from the top panel, and then search for the client by surname. Once you have found the client, then select Open to view their profile screen.
When processing documents, you can either classify the document as a referral, an outcome measure, or as unclassified. This will determine how you access the document.
- E.g. if you classify as a referral, it can be found in the Referrals page.
Alternatively, if you choose not to classify the document, it can be found in the Clinical Documents page.
- Note: you can also re-classify the document from this page by selecting Classify.
You have now learned how to view a document after processing!
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