Intro to Docutainers
Docutainers are "documentation containers" that are used to control the display and editing of groups of similar Documents, e.g. Encounters or Reports. Docutainers correspond to sections of a paper chart that contain different kinds of patient information, similar to having separate folders inside a chart for encounter notes, x-rays, lab results, and other information.
The Docutainer List section exists in each Chart Section. It is located below the main docutainer viewer and is separated by a horizontal Splitter Bar.
Functionality
Although the exact functionality of a docutainer varies depending on the specific type and purpose, the one thing all docutainers have have in common is that they act as containers and managers for documents.
Most docutainers consist of three parts:
- A document info sliding panel at the top
- A document viewer area in the middle.
- A document list sliding panel at the bottom.
Depending on the type of document, one or more of the parts listed above may not be available, or their appearance may differ slightly.
Document Info Panel
The document demographic panel displays information about the specific document that is currently open. It appears as a bar at the top of the Docutainer.
Clicking the blue splitter bar will cause it to expand. The information displayed depends upon the specific document type.
Document Viewer
The document viewer area displays the document content, in the appropriate format for that particular document type.
Document List
The document list panel displays a list of documents along with some basic document details. This list is used to select and display document details, the document list panel appears as a bar at the bottom of the Docutainers, with the name of the document type.
Clicking the blue splitter bar will cause it to expand. The column headings in the list depend on the type of document being displayed, but they typically include information such as document names, dates, and authors. Selecting a document from the list will display that document in the viewer.
Document Controls
Above the docutainer list is a set of action buttons in a mini-toolbar.
Create Document
The button highlighted above is used to add a new docutainer of the current type (chart section).
Insert Scanned Document
This button will access your scanner to scan a document into a new docutainer.
Remove Documents
This button is used to remove the selected docutainer and all attached documents. The user can select multiple docutainers by holding down the control or shift key while clicking on docutainers in the list.
*Note: Only unsigned docutainers may be removed.
Sign Documents
This button is used to sign one or more selected docutainers from the list. The user can select multiple docutainers by holding down the control or shift key while Clicking on docutainers in the list.
Print Documents
This button prints the current docutainer.
Send to myHEALTHware
The Send to myHEALTHware button will send the selected document/docutainer as an attachment in a new myHEALTHware conversation. This button can be used to send a patient or referring provider a copy of a document from the chart.
Reassign Documents
This button is used to assign one or more selected docutainers from the list to another provider. The user may select multiple docutainers by holding down the control or shift key while Clicking on docutainers in the list.
Billing Statements
This button will create a new Billing Statement or superbill based on the selected docutainer.