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To add video files to Document Management you will want to click Import on the Document Management tab, and then select your video file. The video will be playable in the preview paneRead more

Document Owner Search   To search by document owner: From the DM tab, click on Search. Select the Document Owner tab. Click the (…) icon to the right of the Document Owner text box. Search for document owner in the search bar. Click Select once you have made your selection. The documents for selected user willRead more

Search ChartLogic Document Management makes it easy to search through documents. Users can search patients, documents, document owners, and more. Patient Search   To search by patient: Click on the DM tab from the ChartLogic Main Screen. Click on Search. Select Patient Tab at the top. Click the (…) icon to the right of theRead more

Administrative Settings The administrative settings in Document Management allow users to set document types, Staff and Groups. Setting Document Types To add a Document Type: Go to Configure > Document Management. With the Document Management tab open, click on Document Types. Click Add. Enter Document Type name. The name will appear in the Document TypesRead more

Advanced Search For a more specific search, use the Advanced search option. To search using the Advanced tab: From the DM tab, click Search. Click the Advanced tab. Fill in the criteria based on how you would like to conduct your search. Note: Most of the fields have drop-down menus or a search icon to helpRead more

Working with Documents This section will describe the basic functions of Document Management, such as importing, exporting, and printing documents. It will also explain how to view document history. To import an image into Document Management: From the DM tab, click on Scan/Edit. Select the batch you would like to import the document into. ClickRead more

Scanning Documents The Batch Scanning Module allows users to scan and import documents directly into ChartLogic. Users can scan large batches of paperwork at a time, and indexing can be done separately from scanning by employing pre-indexing and work queue functions. To scan a document to a new batch : From the DM tab, clickRead more

Indexing Documents Documents scanned and imported into Document Management can be easily indexed, making it easier to search for the documents later. To index a document: From the DM tab, select the document you would like to send from the Search Results list. Click Index. Add the properties you wish to index into the document. Note:Read more