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Getting Started

Getting Started

  • Reset password

    If you have forgotten your password then follow the instructions below to reset your account and get back to using...
  • Filing

    Documents can be filed from the capture and filing area into the patient and document sections. To file a document...
  • Create a document review

    Document reviews can be created as part of the filing process so that documents can be sent for review by...
  • Clinical Coding

    Clinical coding is a great way to use Docman to associate READ or SNOMED codes with a document and post the...
  • Create a user in Docman

    On initial setup of Docman you may wish to synchronise the user list with the clinical system you use, if...
  • Create groups of users

    Groups are useful when wanting to send tasks or discussions to more than one person. Creating a group You can...
  • Manage folders

    Content can be organised into folders in various areas of Docman.  Find out how you can customise the folders in...
  • Managing Tasks

    Task Inbox The task inbox is accessible from the tasks icon on the notification and navigation bar. The tasks shown...