Document Management Scenarios

Which Workflow Meets the Needs of your Practice?

Consider which of the following scenarios apply to your practice.


Workflow 1	Via the Scan/Import Correspondence Window (store to the patient's record) Patient's paper-based results (Pathology, Radiology, Cervical Screening etc.) are reviewed and stamped by practitioners. Practice staff scan/import these documents in bulk, and store results within the patient's record via Document Holding Bay (pre Clinical 3.14).
Workflow 2	Via the Patient's Clinical Window Patient's paper-based results (Pathology, Radiology, Cervical Screening etc.) are reviewed and stamped by practitioners. Practitioner or practice staff scan/import these documents and store the results directly to the patient's clinical record.
Workflow 3	Via Scan/Import Correspondence Window (store to the Holding File - Manual Transfer) Patient's paper-based results (Pathology, Radiology, Cervical Screening etc.) not review yet by the practitioner are scanned/imported by practice staff that have a minimum level of 'Basic' security access. Practitioner reviews and actions the scanned/imported results before storing to the patient's clinical record.
Workflow 4	Via Scan/Import Correspondence Window (store to the Holding File - Automatic transfer) Patient's paper-based results (Pathology, Radiology, Cervical Screening etc.) not review yet by the practitioner are scanned/imported by practice staff that have a minimum level of 'Basic' security access. Practitioner reviews and actions the scanned/imported results before storing to the patient's clinical record.
Workflow 5	Via the Holding File Patient's paper-based results (Pathology, Radiology, Cervical Screening etc.) not review yet by the recipient are scanned/imported by practice staff that have a minimum level of 'Limited' security access. Recipient reviews and actions the scanned/imported results before storing to the patient's clinical record.