Note: In order for the required documents to be displayed on this screen, you must make the configuration in the Office Templates Settings screen.


Before (Document Configuration) 

  • Go to the Settings / Office / Templates Settings screen. 
  • The following screen will be displayed: 
  • Select the document, which you want to add to the list of required or patient discharge documents.


  • Press the Edit button and then press the Previous button. 
  • Choose the section box that you want the selected document to display, Is Required or Is Discharged, located at the top of the Template.


  • Press the Save button. It will automatically go to the configured category, in the Consent Forms screen, in the progress note.


After (Consent Forms / Progress Note)

  • Go to the patient's progress note. 
  • Press the Consent Forms button, located at the top of the screen.


  • The following screen will be displayed:


  • Press the Add Discharge Document button, if you wish to deliver documents to the patient at the time of discharge from the emergency room. 


  • The following screen will be displayed:


  • Select the document(s), which will be given to the patient.


  • Once selected, press the Select button, located at the bottom of the screen.


  • If the patient has the document in his list, the following message will be displayed: 


  • Press the Yes button if you want to add the document anyway. 
  • Press the No button to cancel the action. 
  • Then the confirmation message will be displayed if you want the Keywords to be replaced in the selected documents.


  • Press the Yes button to perform this action.
  • Press the Add Required Documents button if you wish to provide the patient with the required documents for the encounter.  


  • The following screen will be displayed:


  • Select the required documents, according to the patient encounter.


  • Once selected, press the Select button, located at the bottom of the screen.


  • If any document is already selected in the patient's list, the following message will be displayed: 


  • Then, the following message will be displayed: 


  • The selected document will be automatically displayed.


  • In each selected document, the user will be able to perform the following functions:
  • Complete: By pressing this button, you are indicating to the system to complete the document, automatically, the document will be displayed, to be printed.


  • The following confirmation message will be displayed: 


  • Once the Yes button is pressed, the document will be automatically displayed for printing. 


  • If the document is completed, and the user wishes to edit information in the document, press the Reopen button.


  • The document will be displayed for editing.


  • Then press the Save button to save the changes made to the document.


  • Print: Pressing this button will automatically print the selected document. 
  • Edit: Pressing this button will display the selected document for editing. 


  • The document will be displayed for editing. Once all changes have been made, press the Previous button and then press the Save button located at the top right of the screen.


  • If the selected document has a signature of another user, and you do not want it to be displayed, press the Remove Other User Sig button. 


  • To simultaneously record the patient's signature on the documents that require it, select them and then press the Get Patient Signature button, located in the left column of the screen.


  • The following screen will be displayed, to record the patient's signature. Once the signature has been completed, press the Ok button.


  • The patient's signature will be recorded. If you want the signature to be added to the selected documents, press the Apply to Selected Documents button.


  • If you wish to cancel the patient's signature, press the Cancel Signature button. 


  • It will be automatically eliminated.


  • If you wish to replace the user signature on selected documents, press the Replace user signature on selected documents button, located on the left side of the screen.