The Document Library is a centralized interface that provides quick access and management for all patient-related documents stored in the system. This module is particularly useful when users need to retrieve uploaded files, such as medical reports, consent forms, or digitally signed documents, chronologically or based on filtering criteria, rather than navigating through individual patient records.
The interface ensures transparent listing, viewing, and, if necessary, deletion of documents while maintaining continuous synchronization with the patient database.
Main Content
Accessing the Document Library
To access the Document Library, follow these steps:
Navigate to the Patient handling menu in the main sidebar.
Click on the Documents sub-menu.
Select the Document library option.
Searching and Filtering Documents
By default, the system displays documents from the current period, but the search can be customized:
Setting the Period: Use the "Receiver period" fields to specify the start and end dates of the interval.
Starting the Search: After configuring the dates, click the Search document button.
Text Search: You can filter by name, identifier, or filename using the search field above the table. If no matches are found for the entered characters, the system will indicate that no documents were found.
Table Data Content
The results list displays the following information for each document:
Patient name and date of birth.
Contact details (phone number, email).
Booking data (booking ID, source).
Document name and exact upload date.
Document Actions
The icons on the right side of the table allow for the following actions:
View (Eye icon): Opens the document in a new window.
Delete (Red trash can icon): Permanently removes the document.
Important: The system requires confirmation before deletion. This action is irreversible, and the document will also be removed from the patient's individual profile.
Tips
Tip: If a document was uploaded directly to the patient database (not linked to a specific booking), the booking ID field will remain empty, but the file remains searchable via patient details.
Tip: If the digital signature feature is enabled in the system, authenticated documents will automatically appear in this list along with their corresponding booking details.
Summary
The Document Library is the central repository for all uploaded files in the system.
Searching is possible based on date intervals and patient data.
The interface allows for quick viewing and deletion of documents.
Deletions performed in the Document Library are reflected on the patient's profile as well.
FAQ
Why don't I see booking data for certain documents?
Why don't I see booking data for certain documents?
This happens if the file was uploaded directly to the patient record and is not associated with a specific visit or booking.
Can a deleted document be restored?
Can a deleted document be restored?
No, deletion from the document library is permanent and removes the file from all parts of the system.
When do digitally signed documents appear here?
When do digitally signed documents appear here?
Once the digital signature module is activated, all successfully signed documents are immediately and automatically added to the Document Library.