Documents Folder

The Documents folder is available for users who are members of the Physician security role. If you cannot access this area of Accuro and think you should be able to, contact your office administrator to request access.

When a Physician member logs into Accuro, all documents that have been sent to a Provider to be reviewed appear in a folder that has their name on it. The Unassigned folder contains documents that Accuro has been unable to assign to a specific Provider.

Documents that have been received but have not yet been viewed appear bold in the Inbox and have "NEW" in the Reviewed column of the Virtual Chart until the document is read.

Access to the Review button is based upon whether the user has permissions to be able to review documents not whether the user is a physician.

Note: It is important to check the unassigned folder regularly to ensure that documents are not missed.

View a Document

1. Click the Home button  on the Accuro Navigation bar and select the Documents folder.
2. Click on the appropriate Provider's folder.
3. Click on a document to view it in the preview panel.

Note: To open a document double-click, or select the document and click the Open button. To navigate between documents in a folder use the arrow buttons .

Review a Document

1. Click the Home button  on the Accuro Navigation bar and select the Documents folder.
2. Click on the appropriate Provider's folder.
3. Click on a document to select it.
4. Type a Description into the text box just above the Review button.
5. Click the Review button. This stamps the document as Reviewed (along with the reviewer's username and date of review) in the patient's Virtual Chart and moves it out of the Documents folder.

Annotate a Document

1. Click the Home button  on the Accuro Navigation bar and select the Documents folder.
2. Click on the appropriate Provider's folder.
3. Click on a document to select it.
4. Click the Annotate button  to open the Document Annotations window.
   
5. Highlight, Add Signature, Add Text, and Edit the document as required.
6. Click OK when finished.

Mark an Item as Unread

Items can be marked as unread in the Labs, Documents, Tasks and Mail area of the Home section.

1. Click the Home button  on the Accuro Navigation bar.
2. Select the appropriate folder.
3. Right-click on a message to select Mark as Unread.

Create a Follow Up Request for a Document

A follow up request is a message asking a user to follow-up on an attached document.

1. Click the Home button  on the Accuro Navigation bar and select the Documents folder.
2. Click on the appropriate Provider's folder.
3. Click on a document to select it.
4. Click the Follow Up Request button .
   
5. Select the user(s) to send the request to under the To: heading.
6. Select a Priority from the dropdown list.
    Document Priority can be updated within the Documents folder of the Home Screen by right-clicking the document, selecting Change Priority, and choosing a Priority option: Normal, Urgent, or Very Urgent. Urgent or Very Urgent priorities will appear in red font.
7. Type a message in the body text-area.
8. Click Send.

Attach a Document to a Task

1. Click the Home button  on the Accuro Navigation bar and select the Documents folder.
2. Click on the appropriate Provider's folder.
3. Click on a document to select it.
4. Click the Tasks button.
5. Select the user(s) to assign the task to.
6. Select a Task Description from the dropdown list
7. Select a Priority from the dropdown list.
    Document Priority can be updated within the Documents folder of the Home Screen by right-clicking the document, selecting Change Priority, and choosing a Priority option: Normal, Urgent, or Very Urgent. Urgent or Very Urgent priorities will appear in red font.
8. Select a Due Date.
9. Type a Note in the text-area if required.
10. Click OK.

Transfer a Document to a Different Provider

1. Click the Home button  on the Accuro Navigation bar and select the Documents folder.
2. Click on the appropriate Provider's folder.
3. Click on a document to select it.
4. Right-click and select Modify then Document Provider. The Modify Document Provider Inbox window is now displayed:
   
5. Click and select the Provider from the dropdown list .
   
   Note: A document can also be forwarded by right-clicking on it and selecting Forward Document. This is the same as transferring it.
6. Select the Send to Provider Inbox checkbox if required.
7. Click OK.

Transfer a Document to a Different Patient

1. Click the Home button on the Accuro Navigation bar and select the Documents folder.
2. Click on the appropriate Provider's folder.
3. Click on a document to select it.
4. Click the Edit Patient button  , or right-click and select Modify then Document Patient. The Modify Patient window is now displayed:
   
5. Enter a Patient name in the "To Patient:" field to bring up the appropriate patient.
6. Click OK.

Modify a Document Type

1. Click the Home button on the Accuro Navigation bar and select the Documents folder.
2. Click on the appropriate Provider's folder.
3. Click on a document to select it.
4. Right-click and select Modify then Document Type. The Modify Document Type window is now displayed:
   
5. Click and select the document type from the dropdown list .
6. Click OK.

Review History of Documents

The review history allows the user to see the documents that were reviewed for a day.

1. Click the Home button  on the Accuro Navigation bar and select the Documents folder.
2. Click on the appropriate Provider's folder. You will need permissions to see the desired Provider.
3. Click the Review History button .
   
   The Document Review History window is now displayed:
   
4. Double-click in the Review Date fields and select the date to review from and to in the calendars displayed.
5. A list of documents reviewed between the dates you selected is displayed. If any of these have been reviewed incorrectly, click Unreview Selected to put them back to their previous status.
   Note: You can view the reviewed document by double-clicking on it.
6. Click Close when finished.

Delete a Document

1. Click the Home button  on the Accuro Navigation bar and select the Documents folder.
2. Click on the appropriate Provider's folder.
3. Click on a document to select it.
4. Click the Delete button . This deletes the document from both the patient's chart and from the Documents folder.

Print a Document

1. Click the Home button on the Accuro Navigation bar and select the Documents folder.
2. Click on the appropriate Provider's folder.
3. Click on a document to select it.
4. Click the Print button .