Intro to Docutainers

Docutainers are document managers 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 from the docutainer by a horizontal Splitter Bar.

Functionality

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:

1. A document info sliding panel at the top

2. A document list sliding panel at the bottom

3. A document viewer area in the middle.

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

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.

Pointing the cursor at the bar will cause it to expand, and Clicking the pin will lock it in the open position. The information displayed depends upon the specific document type. (For details, refer to the documentation for the specific type of document.)

Document Viewer

Document Viewer

The document viewer area displays the document content, in the appropriate format for that particular document type. (Refer to the Document instructions for full details.)

Document List

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.  

Pointing the cursor at the splitting 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. Clicking on a document in the list will display that document in the viewer. (For details, refer to the documentation for specific documents.)

Document Control

Document Control

Above the docutainer list is a set of action buttons in a mini-toolbar.

Create Document

Create Document

The button highlighted above is used to add a new docutainer of the current type (chart section).

Remove Documents

Remove Documents

Used to remove one or more selected docutainers from the list or current docutainer. You 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

Sign Documents

Used to sign one or more selected docutainers from the list. You can select multiple docutainers by holding down the control or shift key while Clicking on docutainers in the list.

Print Documents

Print Documents

Prints the currently selected docutainer item.

Reassign Documents

Reassign Documents

Used to assign one or more selected docutainers from the list to another provider. You may select multiple docutainers by holding down the control or shift key while Clicking on docutainers in the list.

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