ICT Tip 70 – Socrates – Edit a Documents Description
I have to admit that I did not realise this one until very recently and its one that had I known before I would have pointed it out long ago as it’s so useful, especially for some migrated practices. My excuse is you can’t add a description to a letter after it is executed and I wrongly assumed you therefore can’t with a document either but in fact you can.
When documents are scanned in, this dialogue is used, usually by admin, to add a description of the document.
[Graphical user interface, application Description automatically generated]
A Quick tour of this dialogue: On the left hand side you can put a document into sub folders if you wish, Date is date scanned in, Type usually scanned letter, there are options, Description is Description of the document, eg Dermatolgy St Vincents and appears in writing beside the document in the display.
Additional information appears in a little envelope beside the document. It can be assigned for review by a particular doctor by option. If assigned and read by a doctor a green arrow is displayed by the document.
What I now know is that you can if you wish, call up a similar dialogue at any time and add information about a document. Particularly in a migrated practice Documents often don’t have enough information about them. See a typical example here
[Table Description automatically generated]
Not great if you are looking for something specific. If you find a useful or important document, you can add information so that it is not as hard to find the next time. Highlight the document and click on the edit tab at the bottom. This brings up this dialogue and you can edit it
Add relevant information[Graphical user interface, application Description automatically generated]
[Graphical user interface, application Description automatically generated]
Now we can see better information on the document
[Table Description automatically generated]
Michael
Thanks Michael, that’s very helpful. That long list of ‘scanned letter’ is exactly what our migrated H1 charts look like. It will be good to label a few a bit better.
(But oh for optical character reading …..😉).
K
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From: Michael Joyce mjoyce@centrichealthblessington.ie
Sent: Tuesday, May 24, 2022 9:55:59 AM
To: gpdiscussion@centricgpforum.com gpdiscussion@centricgpforum.com
Subject: Centric GP Forum ICT Tip 70 – Socrates – Edit a Documents Description
I have to admit that I did not realise this one until very recently and its one that had I known before I would have pointed it out long ago as it’s so useful, especially for some migrated practices. My excuse is you can’t add a description to a letter after it is executed and I wrongly assumed you therefore can’t with a document either but in fact you can.
When documents are scanned in, this dialogue is used, usually by admin, to add a description of the document.
[Graphical user interface, application Description automatically generated]
A Quick tour of this dialogue: On the left hand side you can put a document into sub folders if you wish, Date is date scanned in, Type usually scanned letter, there are options, Description is Description of the document, eg Dermatolgy St Vincents and appears in writing beside the document in the display.
Additional information appears in a little envelope beside the document. It can be assigned for review by a particular doctor by option. If assigned and read by a doctor a green arrow is displayed by the document.
What I now know is that you can if you wish, call up a similar dialogue at any time and add information about a document. Particularly in a migrated practice Documents often don’t have enough information about them. See a typical example here
[Table Description automatically generated]
Not great if you are looking for something specific. If you find a useful or important document, you can add information so that it is not as hard to find the next time. Highlight the document and click on the edit tab at the bottom. This brings up this dialogue and you can edit it
Add relevant information[Graphical user interface, application Description automatically generated]
[Graphical user interface, application Description automatically generated]
Now we can see better information on the document
[Table Description automatically generated]
Michael
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