To navigate to the Add Document library, click on the Add Document link from the Patient Chart.
Legacy View
In releases prior to 092024, clicking the Add Document link will open the document library, showing a multi-column list of available documents. Users have a Search field with autocomplete, a Most Common documents list, and a full list of available documents, under the All Types section.
Most Common Options Menu
As noted, the Legacy Add Document Screen view provides a Most Common section in the view layout. The Options link next to the heading will open a pop-up menu, where the use count can be reset, as needed. This feature tracks and resets the most commonly used document types for the logged-in user, only. This does not affect other users.
Once the Options link is clicked, a pop-up window will display the most commonly used documents. Here, users can select any or all documents to have the count reset to zero. Place a checkmark next to any document(s) needing reset, and simply click the Reset Selected button.
Current View
On RC 092024 and newer, the Add Document screen has been updated to include a hide/show link in the All Types section. The hide/show link will default to hidden. Simply clicking on the Show link will display all documents available from the selected filter. Users may still set their Document Add Filter preference in My Settings, use the autocomplete to search for documents and build/select documents from the Most Common list.
The Add Document library view is determined by the My Settings Document Add Filter preference. By default, the setting is All, though users may choose to update the view. Changing this setting will only affect the logged-in user. To set the Document Add Filter view, navigate to the My Settings tab of the Control Panel sidemenu and change the setting accordingly.
Most Common Options Menu
The** Add Document Screen view provides a Most Common section in the view layout. The **Options** link next to the heading will open a pop-up menu, where the use count can be reset, as needed. This feature tracks and resets the most commonly used document types for the logged-in user, only. This does not affect other users.
Once the Options link is clicked, a pop-up window will display the most commonly used documents. Here, users can select any or all documents to have the count reset to zero. Place a checkmark next to any document(s) needing reset, and simply click the Reset Selected button.
