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Triage an Uploaded Batch

Breaking and indexing a batch in My Intake

Kristy Koyle avatar
Written by Kristy Koyle
Updated over 4 years ago

When a batch has been created and the Upload button was selected, the batch is listed in Intake. These batches are easily identified by the following:

  • From: Username of user who created the batch

  • Patient Name: N/A

  • Status of Uploaded

An Uploaded batch would need to be opened and triaged. To open a batch in Triage, use the following process:

  1. Select My Intake from the menu on the left

  2. Identify the desired Batch

  3. Click on the drop down arrow on the right-hand side and select Triage

Example of Triage option on the drop down menu.

Proceed to the Triage Process for next steps.

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