There are several types of patient documents in the CareStack that you need to handle. This article is your one-stop destination to learn about managing patient documents. Let's explore how to scan, upload, and send documents easily.
Topics Covered
- Upload Patient Documents
- Share Documents to the Patient Portal
- Print Patient Documents
- Delete, Rename or Edit Patient Documents
- View Linked Claims and Pre-Auths
Watch this tutorial for a quick overview.
As much as we want to be rid of paper documents, they still exist - insurance cards, letters sent by other practices, and so forth. You can include electronic copies of these paper documents in the patient profile by uploading, dragging and dropping, or directly scanning. Let's explore alternate ways to upload patient documents in the system.
Browse & Upload a Patient Document
- Search for the patient using the Global Search Bar .
- Select Documents (Docs).
- Click Browse Document.
- Select the required file and click Open.
Tip: You can add as many document types as required. |
- The file will be uploaded to the system and you will receive a toast notification.
Drag & Drop or Scan a Document
- To scan a physical document, a scanner must be integrated with CareStack. Once it is integrated, click Scan Document.
- Select the Source, Color Level, and Scan Resolution.
- Click on the Show UI toggle button to display the user interface.
- The preview will be displayed on the left.
- Click Upload once the scan has been captured.
| Tip: You can scan a document up to 20 pages at a time. |
- You can also drag and drop the file into the box to upload the document.
Add a Form Using Quick Links
You can add a form quickly using a quick link. Perform the steps below.
- Search for the patient using the Global Search Bar.
- Select Documents (Docs).
- Click the + Form quick link on the top.
- Select the desired form(s) by checking the relevant boxes.
- Click Add Forms.
- The form(s) will be added to the list.
Add Letter(s) to Patient Document
- Click Menu on the intended Patient Overview.
- Click +Add Letter.
- Select the desired form(s) by checking the relevant boxes.
- Click Add Letters.
- A toast notification will appear on the top right stating, 'Letter(s) assigned successfully.'
| Note: Letters that have signature pending from the patient will be automatically shared to the Patient Portal and Kiosk. |
Watch this video for a step-by-step explanation.
To send a patient document, perform the steps below.
- Select the patient using the Global Search Bar.
- Select Documents (Docs).
To share a single document,
- Select the intended document.
- You can find it in the Completed or All tab.
- Click the toggle icon for Share to Patient Portal and Mark as Clinical as needed.
A Share Completed Document(s) modal will appear,
- Click Yes to share the intended document with the patient.
To share multiple completed documents,
- Checkmark the intended documents.
- Click Share to Patient Portal.
A Share Completed Document(s) modal will appear,
- Click Yes to share the intended documents with the patient.
- The patient will now be able to view the document from the patient portal if the practice has configured the patient portal to show documents.
| Note: If the form(s)/letter(s) requires a patient signature, it will automatically appear in the Pending Forms section of their Patient Portal. |
To sign the pending documents:
- Click QUICK SIGN FORMS.
- Fill up the form
- Click SIGN FORM.
- Select the relationship with the Patient as Self.
- Click Confirm.
- Add the signature and click Sign.
| Note: The Documents Page displays the documents in three tabs All, Incomplete and Complete. The 'All' tab which is selected as default, includes documents in Completed and Incomplete statuses, while the other tabs show documents based on their respective statuses. You can Share the completed forms to the Patient Portal and Mark as Clinical. |
Watch this video for a quick overview.
To print different types of documents,
- Select the patient using the Global Search Bar.
- Select Documents (Docs).
- Select the intended document to print.
- You can find it in the Completed or All tab.
- Click Print.
| Note: Documents in an Incomplete stage cannot be printed. |
- You can preview the form in its printable format.
- Click the Print icon to continue.
Let's explore the related actions to manage patient documents that are already uploaded into the system.
Filter Documents
- Select All, Incomplete or Completed tab to view the listed documents accordingly.
- You can easily search the documents by filters such as Document Name, Document Type, and Clinical Case.
Delete a Document
- To delete a single document, checkmark it and click the trash icon.
- To delete multiple documents, checkmark them and click Delete at the top.
A Warning modal will appear, stating 'Do you want to delete the selected document(s)?'
- Click Yes to proceed.
Note: Only documents that do not have a patient signature can be deleted. |
Rename a Document
To rename a document, perform the steps below.
Click Edit for the desired document in Completed status.
You can find it in the Completed or All tab.
Update the name.
Click on the Tick mark to save.
Edit a Document
To edit any incomplete patient documents,
- Click on the required document.
You can find it in the Incomplete or All tab.
You can update the content of the document as needed.
Click Save.
A toast notification will appear on the top right stating, 'Form saved successfully.'
Checkmark Show Linked Claims & Pre-Auths.
A new column will appear displaying all Linked Claims & Pre-Auths.
Click on the desired claim to view the Claim Snapshot.
Practices can utilize this simple guide to learn how to manage patient documents in CareStack!