Page Description

Use the Linked Documents page to link one or more external result or other document files to an existing order choice, order, or patient. You may also add additional, or replace existing, files if you have already linked documents. If you have the necessary security settings, you may delete linked documents from orders or patients.

For more help, click one of the following links:

• Accessing this Page
• Adding, Replacing, or Deleting Linked Documents

Accessing this Page

• Click the Linked Docs button on the Order Patient Samples page. Note that you must have the necessary right associated with your assigned role to view the Linked Docs button.

[Return to Top]

1. Click the Choose File button to select an image file.
2. In the File to link section, locate and label the result, order, or patient file you wish to link:
   • Enter the path to the file you wish to link, or click the Browse button to navigate to the file you wish to link.
   • Enter information about the linked document in the Description field. This will help you identify which document is which, without having to actually view the linked document.
   • Click the Annotations button to display the Annotations pop-up to add top and bottom annotation(s) for the uploaded image. Enter text into the Top Annotation field to create an annotation that will appear at the top of the image, and enter text into the Bottom Annotation field to create an annotation that will appear at the bottom of the image. Click the ... button to open the Quick Comments pop-up to add quick comments, select a delimiter, and to postpend/prepend/replace other comments. Click the Save button to add the quick comments to the image pop-up, or click the Close Window button to close the pop-up without adding quick comments. Click the Save button on the Annotations pop-up to add annotations to the image, or click the Cancel button to close the pop-up without adding annotations to the image.
   • Select the Is Reportable checkbox to mark that the order is reportable. This checkbox appears for each linked document. If a linked document is marked as reportable, it will not be sent without the delivery method supporting it.
3. Click Acquire Image or Acquire Multiple Images to display the Set TWAIN Device pop-up to select a device to acquire an image or multiple images. Click the name of the device, or click Cancel to close the pop-up.
4. Click the Remove All button to remove all images from the page. Click the Remove Selected button to remove only the images that are selected.
5. Click the Convert Selected into Single PDF button to convert the selected images into PDF format.
6. Select either Link Result Documents, Link Order Documents, or Link Patient Documents to indicate what you are linking, either results (default selection), order documents (e.g., a scan of a paper req), or patient documents. Copia activates the appropriate section of the page based on the type of link you are making.
7. In the Linked Result Documents: Order choice(s) to link the document to section, select one or more order choices to attach the file to and set the order choice status and priority:
   • Select the checkbox next to each order choice you want to have Copia link the result document to.
   • Select an option from the drop-down list next to the order choice to set the order choice status to either Preliminary or Final. This field is required.
   • Select an option from the drop-down list next to the order choice status to set the order choice priority to Normal, Abnormal, or Final. This field is required.
   • Select Keep or Replace for each existing linked document to indicate whether the new result document should be linked in addition to or in place of the existing document. This field is required. If there are existing linked documents, you may click the Document ID to view their contents in the View Linked Documents page. See the View Linked Documents topic.
8. In the Linked Order Documents: Documents to link to this order section, select Keep or Replace for each existing linked document to indicate whether the new order document should be linked in addition to or in place of the existing document. This field is required. If there are existing linked documents, you may click the Document ID to view their contents in the View Linked Documents page. See the View Linked Documents topic. To remove the linked document, click the X button that corresponds to the document you want to delete, and then confirm the deletion. This permanently removes the linked document from the order. The delete button only appears if you have the necessary right associated with your assigned role.
9. In the Linked Patient Documents: Documents to link to <Patient> section, select Keep or Replace for each existing linked document to indicate whether the new patient document should be linked in addition to or in place of the existing document. This field is required. If there are existing linked documents, you may click the Document ID to view their contents in the View Linked Documents page. See the View Linked Documents topic. To remove the linked document, click the X button that corresponds to the document you want to delete, and then confirm the deletion. This permanently removes the linked document from the patient record. The delete button only appears if you have the necessary right associated with your assigned role.
10. When you are finished with your changes, click the Proceed With Link button to link the result, order, or patient documents to the order choice, order, or patient and return to the Order Patient Samples page, or click Don't Add Linked Documents to cancel linking the files.

[Return to Top]

 © 2018 Orchard Software Corporation