Netsmart AllDocs

What is AllDocs?

The Homecare application provides Homecare and Hospice agencies that are licensed for AllDocs with the access to the stored patient documents. Both Host and Field Mode users with appropriate privileges can access the AllDocs at any time even if a patient is in the pre-admit status. Once accessed, you can view, manage, and add comments to documents. One medical record number identifies a patient in both Homecare and AllDocs.

You can access AllDocs from the Patient component by:

>	Clicking the AllDocs icon () on the toolbar.

>	Selecting Documents>AllDocs from the menu bar.

To access AllDocs from Homecare, you must have it licensed and set up correctly.

AllDocs Settings Workflow

To connect to the AllDocs from Homecare, you need to license and set up the AllDocs functionality. To do that, proceed with the following workflow:

1.	Licensing AllDocs.

2.	Setting Up AllDocs Server Connection

3.	Granting AllDocs Privileges

4.	Setting Up AllDocs Synchronization

Licensing Allscripts AllDocs

The licensing within the Allscripts Homecare application can be performed only by a member of the Allscripts Homecare Technical Support team.

1.	Go to Administration>Configuration>Organizations>Basic.

The Organizations window appears.

2.	Click Licensing.

The Enter Allscripts Healthcare Secondary Password dialog appears.

3.	Enter the Allscripts Healthcare secondary password and click OK.

The Licensing window opens with the General tab active.

4.	Select the Allscripts AllDocs check box to license the document library.

5.

Click OK.

6.	Save the changes.

Setting Up AllDocs Server Connection

Allscripts AllDocs is a licensed product. Only agencies with an appropriate license have access to the organization level settings.

1.	Select Administration>Configuration>Organizations>Basic>Settings.

The Settings window opens with the Basic tab active.

2.	Click the Allscripts AllDocs tab.

3.	Complete the Allscripts AllDocs Server Qualifier field.

4.

Click OK.

5.	Save your changes.

Granting AllDocs Privileges

1.	Select Administration>Configuration>Operators.

The Operators window appears with the Basic tab active.

2.	Select the Privileges: tab to define document library privileges for a particular Business Unit.

3.	In the Category navigation tree, select Patient>Documents.

Available options appear in the Policy Name column.

4.	Select the Allow check box opposite Allscripts AllDocs.

5.	Save your changes.

The Allscripts AllDocs icon and menu items are now activated in the Patient component.

Setting Up Allscripts AllDocs Synchronization

1.	Go to Administration>Configuration>Operators.

The Operators window opens with the Basic tab active.

2.	Click the Privileges tab.

3.	Select the Allow check box next to the Can Synchronize Allscripts AllDocs to grant the user privilege to synchronize documents stored in the library.

4.	Save your changes.

The Synchronize Allscripts AllDocs check box is now available in the synchronization dialogs.

Setting Up Allscripts AllDocs Server Connection

Allscripts AllDocs is a licensed product. Only agencies with an appropriate license have access to the organization level settings.

1.	Select Administration>Configuration>Organizations>Basic>Settings.

The Settings window opens with the Basic tab active.

2.	Click the Allscripts AllDocs tab.

3.	Complete the Allscripts AllDocs Server Qualifier field.

4.

Click OK.

5.	Save your changes.

Granting Allscripts AllDocs Privileges

1.	Select Administration>Configuration>Operators.

The Operators window appears with the Basic tab active.

2.	Select the Privileges: tab to define document library privileges for a particular Business Unit.

3.	In the Category navigation tree, select Patient>Documents.

Available options appear in the Policy Name column.

4.	Select the Allow check box opposite Allscripts AllDocs.

5.	Save your changes.

The Allscripts AllDocs icon and menu items are now activated in the Patient component.

Setting Up Allscripts AllDocs Synchronization

1.	Go to Administration>Configuration>Operators.

The Operators window opens with the Basic tab active.

2.	Click the Privileges tab.

3.	Select the Allow check box next to the Can Synchronize Allscripts AllDocs to grant the user privilege to synchronize documents stored in the library.

4.	Save your changes.

The Synchronize Allscripts AllDocs check box is now available in the synchronization dialogs.

Allscripts AllDocs Synchronization

Scenario 1 – From Host to Field

Initiating synchronization copies a list of patients to the local drive. AllDocs is responsible for the upload and download. If you are in Host Mode and want to synchronize to Field Mode, the Synchronize document library check box appears in the Field Mode data download dialog. The check box is selected by default and grayed out. Thus, AllDocs synchronization is obligatory when you synchronize from Host to Field Mode.

Scenario 2 – From Field to Field (Quick Synch)

When you are in Field Mode and plan to remain in Field Mode after synchronization, it is optional to synchronize the AllDocs. When you do a Quick Synch, you can select or clear the Synchronize document library check box depending on whether or not you want to synchronize AllDocs.

Scenario 3 – From Field to Host or Field (Full Synch)

If you synchronize from Field Mode and select to go to Host Mode (the Stay connected in Host Mode radio button), then the Synchronize Allscripts AllDocs check box is automatically selected and disabled. Thus, the AllDocs synchronization is obligatory when you synchronize from Field to Host Mode.

If you select Sleep or Return to Field Mode options, you can select or clear the Synchronize Allscripts AllDocs check box depending on whether or not you want to synchronize the AllDocs.