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Deleting Documents - Perceptive

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PURPOSE – If a document was scanned into myAvatar incorrectly and it should no longer be accessible in the client’s chart, it is possible to delete the document in myAvatar and ImageNow.

PREREQUISITES –

  • Access to the "Delete Document" form in User Definition/User Role Definition (for myAvatar )
  • Need to be a Document Management Administrator in User Definition/User Role Definition (for ImageNow)
  • ImageNow needs to be installed on local machine (for ImageNow)

How do I delete a document in myAvatar ?

  • Navigate to the “Delete Document” form in myAvatar .
  • In the “Entity Type” field, select Client.
  • The “Include” field allows you to filter which documents you would like to be able to select.
    • All: will return all documents that have been scanned/imported into the system. This will return a large number of results and should be used sparingly.
    • Individual: will allow you to filter the documents by a particular client.
  • Select Individual in the “Include” field.
  • In the “Entity” field, select the client that needs a document deleted.
  • In the “Episode” field, select the episode that the document is filed under.
    • None is referencing documents scanned into the client “Non-Episodic” episode.
  • Click on the “Form Search” command launch button.

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  • A new window will appear with a list of all of the document types that have document filed for that client/episode.

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  • Select the appropriate document type and then click OK.
  • The “Select Form” drop down field will now be populated with the documents filed under the document type you selected above.

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  • Select the form that you would like to delete and then click on the “Delete” button.
    • I would recommend documenting the unique ID before clicking Delete. This will help you verify that you have the correct document on the ImageNow side.
  • A warning message will appear that says “Are you sure you want to delete this document?”. Select Yes.
  • Click on the “Exit” button to close out of the form.

How do I delete documents from ImageNow

  •  Launch ImageNow with an Administrator account/login.
  • On the ImageNow Toolbar, click on the “Documents” icon.

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  • Change name to field one and in the search box type “(PATID #”. Then click Go.

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  • You can click on a column header to sort alphabetically.
  • You can also get rid of an unnecessary column by click and dragging the column header up. Once you see the X next to the column name, unclick and the column will disappear.
  • Find document with the matching the Unique ID. Click on the red X at the top of the screen to delete.
     

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