View documents from ChartView - Perceptive

View documents from the client chart that have been scanned/imported from Perceptive into myAvatar. Documents from document routing can also be viewed here (as TIFF's).

Prerequisites: You must have the following items configured to view documents from a chart.

• You must have access to the client’s chart.
• You must have the ability to View and Print documents in the Document Management Definition section of User Role/User Role Definition.

1. ---

   Go to the Chart View.
   Note: Any scanned/imported documents appear in the Document Section on the left side of the screen. Every episode that a client has been admitted into is listed at the top of the chart, including an option for non-episodic. As documents are scanned into the client’s chart, they are divided into these tabs.A number in parenthesis next to the episode number indicates the number of documents that have been scanned into the episode.If no documents have been scanned or imported for this client, the Document Section will not be visible.
2. Select the Episode tab to view those documents.
   Result: The documents display by episode in a grid view.
3. Select the relevant documents you want to view by choosing one of the document types listed in the Document Section.
4. Select the check box in the View column next to the document that you would like to open and then select View.
   Note: If you do not have access to view a particular document, a yellow pad lock is displayed next to the View checkbox.
5. Optional: To print the image, choose Print.
   Note: For systems on Perceptive 2017 and later, an external print browser will be launched when clicking Print (unless otherwise indicated in Document Management Defaults).
6. To close the document you are viewing, click the Close All Documents button at the bottom of the screen.
7. Select the red X to exit the client’s chart.