Scan/Import Correspondence Window

The Scan/Import Correspondence Window

See also:

File > Scan/Import Correspondence

The Scan/Import Correspondence window provides users with a means to scan or import results and other documentation, which can be stored automatically to the Holding File, or manually stored to the patient's record or the Holding File.

Whilst all users can access the Scan/Import Correspondence window, it is provided primarily for non-clinical staff, or practitioners without top-level security access. Practitioners with top-level security can access the Holding File as well, which provides them with extra functionality.

To access the Scan/Import Correspondence window, select File > Scan/Import Correspondence.

Sort the list of Results by clicking on any column heading. The sort order of a column is indicated via the direction of the icon.

Multiple records can be selected simultaneously using the CTRL or SHIFT keys, as per standard Windows functionality, or by clicking the Select All link.

To filter records, see Filtering/Searching Correspondence Records.

Items of interest on this window
Upper Section
Patient > Open	Calls the 'Select Patient from List' window, allowing you to open any patient's record. Alternatively, press F2.
Patient > Open Patient	Opens the record of the selected patient.
Preview; Full, Bottom, Right	Controls the display of the preview pane, which contains selected document's details. Options are 'Full', 'Bottom', and 'Right'. The image above shows that 'Bottom' has been selected, and the details of the selected document are visible in the lower half of the window.
Hide/Show Preview	Hide or show the preview pane.
Clear Filters	Click the Clear Filters button to clear all filters. When this button appears greyed-out, it indicates that no filters have been applied.
Move Location	Click to move selected Results to a specific tab within the patient's record. You can select from the 'Documents', 'Letters' or 'Results' tabs in the Clinical Window, or the ECG tab of the Tool Box.
Document Details	Click to edit the details of a selected Result.
Scan	Click to scan a document, after which you can assign the document to a patient, via the Document Details button (see above).
Import	Click to import a document, after which you can assign the document to a patient, via the Document Details (see above).
Print / Print To *Include Patient Header	Prints every page of every multi-page document within every selected record; Print: Prints to the Letter Writer printer. Print To: By clicking the next to the Print button, you can specify where you want to send the print job by calling the Windows print window. The 'Include Patient Header' option will print the patient's demographic data that appears at the top-left of an item, as shown in the example below. Most results include this information already, so it would normally be unnecessary for you to select this option. You can set whether this option is active or not by default via Investigations Options.
Delete	Click to delete selected entries.
Refresh	Refreshes the window.

Lower Section
Zoom	Change the zoom level of the selected document in the preview window.
Open Externally	Opens the selected document in Windows' default application. For example, a PDF will open in Adobe Reader.
Previous/Next	Click to scroll through the list of documents, displaying the details of each, one-by-one.
Assign/Reassign Patient	Assigns the selected document to the patient. If no matching patient record can be found, you will be prompted to either add a new patient or search for an existing patient to match the document to.
Assign/Reassign Recipient	Click to assign the selected document with a specific recipient. If the document is already associated with a recipient, clicking this button allows you to assign it to another.
Store to Patient	Similar to the 'Assign Patient' functionality, clicking this button immediately stores the selected record to the patient's record, and transfers any actioned items to the Actioned Items list.
Store to Holding File	Immediately transfers the selected record to the Holding File. Note that all imported/scanned documents will automatically be available to the Holding File if you have enabled the 'Show Scan/Import Correspondence in Holding File' option in Investigations Options.
Add Recall	Allows you to generate a Recall notification for the patient. Variable "Recall_Management" is not defined
Open Patient	Allows you to open a patient's record directly from the Scan/Import Correspondence window. Note that if you currently have a document record selected, and it has already been assigned to a patient, clicking this button immediately opens the record of the associated patient.
Audit History	Toggles half of the viewing area to display an audit trail of changes made to a selected document . The following events are tracked: When a record is assigned or reassigned to a patient. When a record is assigned or reassigned to a recipient. When a notation is applied to a result, and the comment that is recorded against it. The name of the user who recorded a notation. When a record is moved between tabs in the patient's clinical window, the 'from' tab and 'to' tab are recorded, and the name of the user who moved the record. When a record is flagged as being 'Notified/De-notified', plus the name of the user who made the change, and the date on which this occurred. The name of the user who conducts a scan. The name of the user who imports a result.
Close	Closes the Scan/Import Correspondence window.

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