Description
Use the Linked Documents page to link one or more external result or other document files to an existing order choice, order, or patient. You may also add additional or replace existing files if you have already linked documents. If you have the necessary security settings, you may delete linked documents from orders, order choices, or patients.
Access
TaskCenter > Manage Orders > Order Patient Samples > Linked Docs
Note
You must have the necessary right associated with your assigned role to view the Linked Docs button.
Technical Manual
File to link
Locate and label the result, order, order choice, or patient file you wish to link.
Choose File | Select this button to select an image file. |
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Acquire Image | Select this button to open the Set TWAIN Device pop-up to select a device to acquire an image. |
Acquire Multiple Images | Select this button to open the Set TWAIN Device pop-up to select a device to acquire multiple images. |
Switch to browser upload Switch to TWAIN application | Select this link to change your upload option. |
Preview
Remove All | Select this button to remove all images from the page. |
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Remove Selected | Select this button to remove only the selected images. |
Convert Selected into Single PDF | Select this button to convert the selected images into PDF format. |
Select | Select a checkbox in this column to select an image. |
Description | Enter information about the linked document. This will help you identify which document is which, without having to actually view the linked document. |
Captions | Select this button to display the Captions pop-up to add top and bottom captions for the uploaded image.
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Sort | Select the up or down arrow buttons to adjust the image order. |
Remove | Select this button to remove the image from the list. |
Is Reportable | Select this checkbox to mark that the order is reportable. If a linked document is marked as reportable, it will not be sent without the delivery method supporting it. Selecting this checkbox enables the Apply Reportable button at the bottom of the page. |
Link Result Documents | Select this option to indicate that you are linking result documents. This is the default selection. The program activates the appropriate section of the page based on your selection. |
Link Order Choice Documents | Select this option to indicate that you are linking order choice documents (e.g., requisitions, form letters, consult reports). The program activates the appropriate section of the page based on your selection. |
Link Order Documents | Select this option to indicate that you are linking order documents (e.g., a scan of a paper requisition). The program activates the appropriate section of the page based on your selection. |
Link Patient Documents | Select this option to indicate that you are linking patient documents. The program activates the appropriate section of the page based on your selection. |
Linked Result Documents: Order choice(s) to link the document to
Select one or more order choices to attach the file to and set the order choice status and priority.
Order choice checkbox | Select the checkbox next to each order choice you want to link the result document to. |
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Status drop-down list | Select an option from this drop-down list to set the order choice status: Preliminary or Final. This field is required. |
Severity drop-down list | Select an option from this drop-down list to set the order choice severity: Normal, Abnormal, or Final. |
Keep Replace | Select an option for each existing linked document to indicate whether the new result document should be linked in addition to or in place of the existing document. This field is required. If there are existing linked documents, you may select the document ID to view their contents on the View Linked Document Pop-up. |
Linked Order Choice Documents: Order Choice(s) to link the document to
Select one or more order choices to attach the file to.
Order choice checkbox | Select the checkbox next to each order choice you want to link the document to. |
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Document Name | Select the document name link to open the View Linked Document Pop-up, where you can view the document. |
Keep Replace | Select an option for each existing linked document to indicate whether the new document should be linked in addition to or in place of the existing document. This field is required. If there are existing linked documents, you may select the document ID to view their contents on the View Linked Document Pop-up. |
Download | Select the button to download the document to your local machine. |
Open Externally | Select to open the document in your default internet browser. |
X | Select this button to remove the linked document, then confirm the deletion. This permanently removes the linked document from the order choice. This button only appears if you have the necessary right associated with your assigned role. |
Is Reportable | Select this checkbox to mark that the order is reportable. If a linked document is marked as reportable, it will not be sent without the delivery method supporting it. |
Linked Order Documents: Documents to link to this order
Document Name | Select the document name link to open the View Linked Document Pop-up, where you can view the document. |
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Keep Replace | Select an option for each existing linked document to indicate whether the new order document should be linked in addition to or in place of the existing document. This field is required. If there are existing linked documents, you may select the document ID to view their contents contents on the View Linked Document Pop-up. |
Download | Select the button to download the document to your local machine. |
Open Externally | Select to open the document in your default internet browser. |
X | Select this button to remove the linked document, then confirm the deletion. This permanently removes the linked document from the order. This button only appears if you have the necessary right associated with your assigned role. |
Is Reportable | Select this checkbox to mark that the order is reportable. If a linked document is marked as reportable, it will not be sent without the delivery method supporting it. |
Linked Patient Documents: Documents to link to <patient>
Document Name | Select the document name link to open the View Linked Document Pop-up, where you can view the document. |
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Keep Replace | Select an option for each existing linked document to indicate whether the new order document should be linked in addition to or in place of the existing document. This field is required. If there are existing linked documents, you may select the document ID to view their contents contents on the View Linked Document Pop-up. |
X | Select this button to remove the linked document, then confirm the deletion. This permanently removes the linked document from the order. This button only appears if you have the necessary right associated with your assigned role. |
Is Reportable | Select this checkbox to mark that the order is reportable. If a linked document is marked as reportable, it will not be sent without the delivery method supporting it. |
Open Externally | Select to open the document in your default internet browser. |
Buttons
Apply Reportable | Select this button to save changes made to the Is Reportable checkbox. |
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Remove Selected | Select this button to remove selected images or files. |
Proceed With Link | Select this button to link the result, order, or patient documents to the order choice, order, or patient and return to the Order Patient Samples page. |
Don't Add Linked Documents | Select this button to cancel linking the files. |