!DOCTYPE html> Documents Overview

Documents

In its main view, the Documents plug-in displays a fully sortable list of your patient's documents. (Please see the Documents Domains page for a list of domains the Documents plug-in currently supports.) The list includes the following document details:

  • Title: The document's formal title—Advance Directive, for example
  • Type: The type of document—Progress Note, for example
  • Date/Time: The document's creation date and time
  • Author: The document's author
  • Remote Facility: The cloud icon that heads the summary view's far right column indicates remote data; this column is empty when no remote data is available.

Fully sortable, means you can sort the list by any of the preceding items: title, date-time, type, or author. You can also rearrange the order in which these items appear. (The changes you make won't last beyond your current session. When you log in again, the view will display its default column order—title, date-time, type, and author—and default list order: date-time, with the most recent date first.)

The view's at-a-glance listing sometimes contains all the information you need, but more often, you'll be looking for details about a particular item on the list. To view these details, simply click the item in question.

Documents view screen capture showing open details pane

View Document Details

The Documents plug-in respects VistA's Authorization Subscription Utility (ASU) rules, which determine who can see what documents. If you look for a document you aren't allowed to see, you won't find it in the summary list and therefore won't be able to view its details.

Summary-Detail Roll-Ups

The Documents plug-in rolls up addenda and child notes into parent notes, displaying only the parent note in its summary view. When you click a parent note to see its details, you'll find a linked list of child notes under the Results subheading and addenda under the Addenda subheading. The plug-in displays child notes by their formal titles—Operation Report, for example.

Details Metadata

The plug-in displays metadata for documents directly below the detail view's main heading. Metadata includes the document's:

  • Local title (this is the title the local facility has set)
  • Facility
  • Author (followed by a signature icon if the author has signed the document)
  • Status (complete or uncompleted)
  • Creation date and time
  • Expected cosigner (if applicable)

Point your mouse at the signature icon to view a hover hint containing the author's electronic signature.

Sort Data in Columns

You can sort columnar information in alphabetical and reverse alphabetical order.

  1. Click the Column Actions icon (column actions icon), which the plug-in displays when you point your mouse at the right corner of a column's heading.
  2. Select an item from the Column Actions menu. column actions menu. In addition to sorting column contents, you can group view items by items within the columns.

Rearrange Columns

Use drag-and-drop operations to rearrange columns in the summary view. (Point your mouse at a column heading, click and hold down the mouse button, move the column, and release the mouse button.)