How to view & manage saved documents, health history, and consent forms

To view an uploaded document, history, or consent form:

Practice Jewel includes the ability to record sensitive area consent forms, fill out and record health history forms, as well as upload documents and files. These are all saved to the "Document List" area of the product.

From time to time, you may need to view or remove something from this area. To manage your document list, follow these steps.

To view an uploaded document, history, or consent form:
 

1. Go to Patient > Records and select the correct patient if you have not done so already by clicking on 'Find patient'
   
   
    
2. Find the desired patient in the list or use the provided search fields to locate them and click the screen icon beside their patient number.
   
   
    
3. On the resulting screen, click the document list tab.
   
   
    
4. Records will be listed by upload date if uploaded directly from the document upload area. If associated with a treatment note, a treatment date will also be present. The list will present in order of upload date.
   
   

To delete an uploaded document, history or consent form:

1. Go to Patient > Records and select the correct patient if you have not done so already by clicking on 'Find patient'
   
   
    
2. Find the desired patient in the list or use the provided search fields to locate them and click the screen icon beside their patient number.
   
   
    
3. On the resulting screen, click the document list tab.
   
   
    
4. Records will be listed by upload date if uploaded directly from the document upload area. If associated with a treatment note, a treatment date will also be present. The list will present in order of upload date.
   
   
    
5. Once you have located the record you remove, click on the (X) icon to delete it.