DocuTrack – How to

1. Locating and Selecting Documents from Shared Drive
2. Selecting a Patient Chart and Entering Additional Information

Locating and Selecting Documents to Import from Shared Drive

1. Click on Path to find the folder which contains the files that need to be imported to the EMR. If you use the folder frequently you can use the dropdown field to select Path.
2. Select the Folder and Click OK.
   
3. Click on the File(s) to be imported from the Available files box. To select multiple files press and hold the Ctrl or Shift key while clicking.
4. Click on the single arrow to import the selected files or click the double arrow if all available files need to be imported to the same patient chart.
   
5. If importing a multiple page document use the Comment field next to Files to import to type a description and/or page number.
   

Back to Index

Selecting a Patient Chart and Entering Additional Information

1. Once you have selected the files to import into the Patient’s Chart, Click on the Lookup Patient Button.
   
2. Select one of the Criteria available under Search by.


3. Search for the Patient using the Search bar and clicking the Find button.
4. Once you’ve selected your patient from the results displayed click OK.
5. Select the Document Type, Clinical Date and change or add Summary if needed.
   
6. Select the Appropriate checkboxes and change the Document Sensitivity if needed (defaults to Normal).
   
7. To route a document to a provider select the Carbon copy checkbox, select one or more Provider from the dropdown list and click OK.
   
8. Review the patient information to ensure you are attaching the files to the correct Chart and add any additional comments to the Text tab.
   
9. To attach files to an existing document read the next section or if ready to import as a new document click Import Document.
   

Back to Top