Workflow 5 – Via the Holding File

Before you begin

This is accessible to practitioners and users with Full Access where the 'Display Results to Staff' Investigations option is enabled.

Procedure

  1. Log into Clinical as a practitioner, select Correspondence > Check Holding File. You will be prompted to select one or more recipients whose results you wish to examine.
  2. From this window select the recipient(s) whose results you wish to examine:
    • Select a single recipient by clicking their name, and then clicking the OK button to open the Holding File to display only their results. Alternatively you can double-click a name to select them and open the Holding File.
    • Select multiple recipients by clicking each name. To deselect a name, simply click it again. Then, click the OK button to open the Holding File to display only the results of the selected recipients.
    • Select all recipients by clicking the All Practitioners option. Clicking the OK button then opens the Holding File to display results for all recipients. Alternatively you can double-click the All Practitioners option to simultaneously select all recipients and open the Holding File. Note that, as making a selection from this window locks the results associated with the selected recipient, it is recommended that you select only a specific recipient, as selecting All Practitioner will prevent others from accessing any results whilst you have the Holding File open.
  3. You will be presented with the Holding File.
  4. Choose whether to import or scan a document by clicking the associated button in the upper tool bar;
    • If you choose to import a document, you will be asked to select a document to import. Skip to Step 7.
    • If you choose to scan a document, the scanning utility will appear. Continue now to Step 5.
  5. If you choose to perform a scan, your third-party scanning software will be called upon. It is with this software you perform the scan, after which you will be returned to Clinical and the Scan Document window.
  6. Upon completing the scan, you will be able to see a preview of the scan you have conducted, along with all the other scans you have added to this document. Each thumbnail on the left-hand side of this window represents a page that you have either scanned or imported into this document. The example below shows that the current document consists of two scanned pages. From here you can delete pages, rearrange pages, and add annotations.

    Please see Scanning Documents for more information about this window.
  7. Click the button to save the current document. The Document Details window appears. Enter details as desired. It is advisable to associate this document with a patient, and assign it to a recipient at this time also.
  8. Click the OK button to confirm and save the information. You will be returned to the Holding File.

    This concludes the steps for scanning/importing documents into the Holding File.

    From within the Holding File, you can now;

    • Associate a selected record with a different patient.
    • Assign a selected record to a different recipient.
    • Modify a document's details.
    • Action results/records.
    • Add Recalls.
    • Indicate on which tab within the Clinical Window a selected document should reside once saved to the patient's record.
    • View the digital signature (if available) associated with any selected document.
    • View an audit trail of modifications made to a selected record.

      Please see The Holding File for further information.

Results