Holding File

The Holding File contains Investigations Results returned from your provider that have not yet been examined and saved to a patient's record.

The Holding File is accessible to practitioners with top-level access only.

Tip:

Non-clinical staff, and practitioners without top-level access can still import or scan files in the Scan/Import Correspondence window.

The Holding File also contains other correspondence, either:

Scanned or imported from the Scan/Import Correspondence window if you set Show Scan/Import Correspondence in Holding File in Investigation Options.
Scanned or imported to the Holding File itself. From the Holding File you can scan or import results and other documentation and assign them to patients.

To open the Holding File, select Correspondence > Check Holding File or Check Holding File (Current Patient), or press F5.

Using the Holding File

To rearrange or change the results displayed:

Rearrange the column order by clicking and dragging a selected column, and dropping it to a new location.
Sort the list of Results by clicking on any column heading. The sort order of a column is indicated via the direction of the Caret icon.
Multiple records can be selected simultaneously using the CTRL or SHIFT keys, as per standard Windows functionality.
Simple/Advanced filtering can be applied to this window. In the example above, the Recipient/Doctor column has been filtered:

See Filtering/Searching Correspondence Records for more information.

Table 1. Holding File - display options (header)
Button	Description
Preview	Controls the preview display of the selected document. Click Caret and select one of: Preview - Full - the preview uses the whole pane Review - Right - the preview is displayed in a pane on the right of the Holding File list. Preview - Bottom Tip: To resize the preview panel, click and drag the divider.
Hide Preview & Show Preview	Hide or reveal the preview pane.
Clear Filters	Click to clear all filters applied to the results. If this button is not available, no filters have been applied.
Move Location	Click to move selected results to a specific tab in the patient's record, either 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 and view large document descriptions.
Scan	Click to scan a document directly into the Holding File, after which you can assign the document to a patient using the Document Details button.
Import	Click to import a document directly into the Holding File, after which you can assign the document to a patient using the Document Details button.
Print and Print To	Prints every page of every multi-page document within every selected record: Print - prints to the Letter Writer printer. Print To - to specify where you want to send the print job using the Windows print window, click Caret beside the Print button.
Print List and Print List To	Prints a list of selected documents. Note that the details of the selected documents are not displayed on the printout. Print - prints to the Letter Writer printer. Print To - to specify where you want to send the print job using the Windows print window, click Caret beside the Print button.
Delete	Click to delete selected entries.
Refresh	Refreshes the window.
Zoom	For records that can be zoomed, such as photographs, select a zoom option from the list.
Open Externally	For records that must be opened by a third-party application, opens the selected document in that application, externally to Clinical.

Table 2. Holding File - checking options (footer)
Button	Description
Previous & Next	Click to scroll through the list of records, displaying the details of each, one-by-one.
Assign Patient & Reassign Patient	Assigns the selected result 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 result to.
Assign Recipient & Reassign Recipient	Click to assign the selected result to a specific recipient. If the result is already associated with a recipient, clicking this button allows you to assign it to another.
Action	Open the Action window where you can insert notations and comments from a list of reusable entries. You can also create custom actions and comments for later use. For more information about Actions, see Adding Results Manually.
No Action	Click to indicate that no actions are required for the selected result.
Discuss	Click to indicate that you wish to discuss the result with the patient.
Return Urgently	Mark the selected item as 'Return Urgently'.
Add Recall	Click to create a Recall notification for the patient.
Add Outstanding Action	Add an outstanding action, such as an INR review and due date for the action.
Add Comment	Add a comment to the result which is displayed in the Comment column of the Holding File and the Actioned Items and Correspondence tabs in the patient record. To update the comment, click Add Comment again. The comment is added to the Action window. To add it to the list of reusable comments, click Add.
Edit Patient	If the demographic details on the result are incorrect and do not exactly match an existing patient in the database, edit the demographics in the result, ensuring that the information is correct for the intended patient. After editing, MedicalDirector Clinical will try to match the result with a patient in the database again.
Open Patient	Click to open the clinical record of the patient associated with the selected record.
View Signature	Click to view details about the digital signature used for a selected email in the Holding File, imported via MDExchange.
Audit History	Toggles half of the viewing area to display an audit trail of changes made to a selected Result. The following events are tracked: When a record is assigned or reassigned to a patient. When a record is assigned or reassigned to a practitioner. When a notation of 'No Action' is applied to a result, and by whom. 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 Holding File.