What can I do with collected documents?
Once a request has at least one collected document, you can rename, reorder, or delete documents before you compile the request.
To do this | Select |
Rename a document | Pencil icon next to the document name |
Reorder documents | Reorder icon (the double bars) |
Delete a document | Trash icon next to the document |
Note: You can only reorder or delete collected documents while the request is In Progress. If the request is already compiled, select Update Status and change it back to In Progress first.
How do I rename a collected document?
Documents printed in through the Updox Printer often come in with unhelpful names, such as “Msxps.” To rename one:
Select the pencil icon next to the document name.
Type the new name.
Press Enter or select Save.
How do I reorder collected documents?
Put the documents in the order you want them to appear in the final documentation. You can:
Drag the reorder icon (the double bars) to move the document where you want it, or
Select the reorder icon to open a menu of reorder options.
How do I delete a collected document?
Delete a document if you added more than you need, or if you uploaded a file to the wrong patient’s request.
Select the trash icon next to the document.
Confirm that you want to delete it.
How do I compile the final documentation?
Once you’ve gathered everything you need, select Compile. This combines all your collected documents into one PDF.
Why does the button say Recompile?
If you already compiled the request and then changed the collected documents, the button changes to Recompile. Select it to create an updated PDF.
Note: If you haven’t changed the collected documents since the last time you compiled, selecting Compile again doesn’t do anything.
How do I deliver the compiled documentation?
After compiling, you can download the PDF, fax it, or do both.
Option | What it does |
Download Document | Downloads the most recently compiled PDF to your computer, so you can print a hard copy or upload it somewhere else |
Send as Fax | Faxes the most recently compiled PDF straight to the requestor, the same way you fax from your Inbox |
How do I download an earlier compiled version?
Download Document always downloads the latest version. To download an earlier one:
Go to the Document Status area of the request.
Find the Compiled action for the version you want.
Open its menu and download that version.
Where can I see what’s happened to the compiled documents?
The Document Status area on the request shows the activity on your compiled documents.
What’s next after I deliver the records?
When you’re sure the requestor has received the records, select Update Status and change the status to Delivered. Updox doesn’t set this status for you.