Append documents
The Append Documents form allows you to add information to documents.
- When the appended information is filed, a new page is created with the appended data, including the date, time, and staff filing the appended information.
- Appended information and notes will appear on the Chart View for progress notes, treatment plans, and modeled forms.
Prerequisites:
Forms must be created in the Document Management Definition form (myAvatar CWS).
- Go to: Avatar PM > RADplus Utilities > Document Routing > Append Documents
- In the Form Type field, select the database that contains the entity to be appended.
- In the Entity field, enter the entity to be appended. Select the appropriate entity from the list of matches.
- In the From Date and To Date fields, enter the document start and end dates.
- Available documents display in the List of Documents field. Select the document to be appended.
- To view the document and verify its details, click Display Document.
Note: From the Display Document screen, the document can be printed or voided. - Click Close All Documents and Exit to return to the Append Documents screen.
- In the New Comments To Be Appended To The Original Document field, enter additional information to be appended to the document.
- Click Submit. The Confirm Document screen displays.
- Click Accept to submit the document with added information. A new page is created with the appended data, along with the date and user who added the information.
Or, click Reject to close the Confirm Document screen.
Remember: To put a modeled form back into Draft (if it has already been submitted as Final and has had been appended using Append Document), you need to use Delete Document. That will set the form back to Draft. Then you can go back into the form itself, and choose the Draft record from the Pre-display, make your edits and submit again as Final to create the new Document.