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The Documents sidebar allows you to upload and attach arbitrary documents (e.g., PDFs, images, and Word documents) to the current patient. To view the documents for a patient, click the Documents tab located in the right sidebar of the patient. Documents are displayed in alphabetical order, grouped by document category (categories can be assigned to documents once they have been uploaded). To refresh the list at any time, press the refresh button located in the header of the Documents sidebar.
Note: You must have View PHI permission on a patient to create, view, update, or delete documents for that patient. You must have Create Patient Documents permission on a patient to add documents to that patient. To delete documents for patients, you must be the user who originally uploaded the document or have the Delete Patient Documents permission on the patient to which the document belongs. The name and category of documents may be edited by any user who has Update Patient Documents permission on the patient.
Uploading Patient Documents
- Click the Documents tab located in the right sidebar to open the Documents sidebar.
- Click the Upload button in the header of the Documents sidebar.
- Select one or more files you wish to upload from your local machine.
- Once the upload is complete, the documents will automatically appear in the list of documents associated with the patient.
Note: Patient document names must be unique within a patient (even if they assigned to different categories). If you wish to replace a particular document with a newer version with the same name, you can either (a) rename the current document in ProKnow DS, (b) rename the new version of the file on your local machine (i.e., before you upload it to ProKnow DS), or (c) delete the current document in ProKnow DS (and replace it with the new version of the file from your local machine).
Viewing or Downloading Patient Documents
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Click the Documents tab located in the right sidebar to open the Documents sidebar.
- If you wish to view the document in your browser, you may click the Open Document button that is located to the right of the document name. This will open the file in a new tab and either display the document (if it is a file format that can be displayed natively in the browser, such as PDFs or images) or it will download (or prompt you to download) the file to your local machine.
- If you wish to download the document to your local machine, you must first expand the document by clicking on the document's name or the chevron icon located to the right side of the document row. Once expanded, you can click the Download Document button, which will cause the file to be downloaded to your local machine (i.e., not viewed in the browser).
Updating the Name or Category of Patient Documents
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Click the Documents tab located in the right sidebar to open the Documents sidebar.
- Click the name of the document (or the chevron icon located to the right side of the document row) to expand the document's information panel.
- Click the Edit Document button at the bottom of document's information panel to open the Edit Document dialog.
- Once you are finished editing, click the Save button to save the name and category of the document. Please note that although ProKnow DS will allow you to change the file extension of a document, it will provide a warning letting you know that changing the file extension may cause the file to no longer open properly when downloaded. If you still wish to proceed, you can click the Rename button to proceed with renaming the file.
Deleting Patient Documents
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Click the Documents tab located in the right sidebar to open the Documents sidebar.
- Click the name of the document (or the chevron icon located to the right side of the document row) to expand the document's information panel.
- Click the Delete Document button to open the Delete Document dialog.
- Click the Delete button from the Delete Document modal to delete the patient document.
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