Linking documents to problems as resources or handouts

When you link a document to a problem, that document becomes easily accessible directly from the SOAP form when that problem is selected in the Assessment section.

You can link a document to a problem as a quick resource for the provider or as a handout for the patient.

To view the document, simply click the View Linked Documents link beside the problem. You can also print the document if you want.

Tip: To make a document available as a drawing which will be available from various locations in the EMR, save the scanned documents as a bitmap file in the folder Wolf Lair/Data/Drawings.

Steps

1.

On the Wolf EMR Home tab, click Documents .

2.

On the left side of the window, click a document. A preview of the document opens.

3.

In the top right corner of the window, in the Attach Options area, select Attach to Problem. The Problem Search area and a Problem field appear.

4.

In the Problem field, type the problem that you want to link the document to and press Enter.

5.

In the search results list, click a problem.

6.

In the Attach these Keywords drop-down list, click a keyword to describe the document. You can also type a keyword in the field, for example Diabetes handout. You can attach a maximum of three keywords to describe the document.

7.

In the Document Type drop-down list, click a document type.

8.

In the Document Date and Note area, enter the document's date (the date it was created). Use the format: ddmmyy or dd/mmm/yyyy.

9.

To add notes about the document, click the Note icon .

10.

The Link to Service Provider check box is selected by default. When selected, the EMR links the document to the patent's primary service provider. If the patient does not have a primary provider, or you want to link the document to another provider, clear the check box or choose another provider.

11.

Click Link and Reviewed.