SOAPware DocumentationClinical EMR Training ManualsTip of the Month Articles 2016October 2016 - Review and Sign Documents from the Document Review Workspace

October 2016 - Review and Sign Documents from the Document Review Workspace

SEPTEMBER 2016 - Review and Sign Documents from the Document Review Workspace

SEPTEMBER 2016 - Review and Sign Documents from the Document Review Workspace

SOAPware has a workspace called Document Review that allows users to view their task list and the associated document side-by-side.  This workspace allows the clinician to easily and efficiently review documents and sign off on multiple documents all from one area.

To open Document Review, go to the SOAPware menu, then click Document Review.

The left side of the screen displays the users Task List.  

Task items in this section can be manually created, assigned, reassigned, edited, removed and signed off.  

On the right side of the screen, the document associated with the selected task, is displayed.  Items can be signed off from this section by clicking on the Sign button at the bottom of the screen or by clicking the Sign button in the Task toolbar.  Documents associated with tasks can be displayed for review but cannot be edited from this workspace.  To edit the document click on the Display Chart button at the top of the screen.  This will close the Document Review workspace, open the Chart workspace and automatically open the chart and document that was displayed in Document Review.

For further instruction on using the Document Review workspace, please see: Document Review.