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Clinical Document Viewer - Search Section

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Enter information to control which documents display in the Results section.

  1. In the Select Type field, choose the document type. 
    • Choose either Client or Staff.
    • Documents are associated with forms.
    • Forms are associated with an entity database in the Document Management Definition form.
  2. In the Select All or Individual Client field:
  • Select Individual to choose a client (Select Client field).
  • In the Select Client field, enter the client name, click Enter. Choose the client.
  • In the Episode field select any of the following:
    • Select the client episode
    • Choose All to display documents for all client episodes.
    • Choose Nonepisodic to select documents not associated to any client episode.
    • Select All to view documents for all clients.
    • In the Program field, select client treatment programs.  If no programs are selected all programs associated with documents display.

The following fields are used as selection criteria to limit the document display on the Results section.

For example, in the Document Status field selecting Void will display documents that have Void status.

  1. In the User field, enter the user name, click Enter. Choose the user.
  2. In the Document Status field, select the status.  Document status is assigned on the Results section (Document Status column).
  3. In the Document Source field, choose how the document was brought into myAvatar .
  4. In the Document Origination Date fields, enter the start and end dates.
  5. In the Form Selection field, select the document forms to view.
    • Categories and Forms are defined in the Document Management Definition form.
    • If By Categories / Forms is chosen, choose Select.
    • The Select Categories/Forms screen displays. Choose the categories or forms, click Ok.
  6. In the Form Restrictions field, select the rules associated with the form.  Forms are assigned restrictions in the Document Management Definition form, Document Restrictions field.
  7. Select Process.
    Result: The Results section displays.