Document Folders is an optional component available in Atlas version 4.3 and above.
This feature can be used in conjunction with our 'Disciplines' feature to limit access to some documents by specific Users or Providers. However, this is an optional setup for this feature - disciplines are not required.
To Enable:
Setup > Initial Setup > Document Folders
Click ADD
Type a Name for the folder (Initial Exam Forms - for example)
If you are using Disciplines and want to limit access to this folder and its contents based on discipline select it from the drop-down.
Input the Display Order (the order this tab will appear in the Documents window)
Click SAVE and Exit
To View:
Go to a Patient profile and click the Images tab (CHA screen) or click the Documents heading on the VTC
Select the appropriate Folder to view its documents
If you already have documents linked on the patient account, you can right-click on them to assign them to a created Folder.