{"version":"https:\/\/jsonfeed.org\/version\/1","title":"Filing Internal Forms > Docman Help","home_page_url":"https:\/\/help.docman.com\/knowledge-base\/filing-internal-forms\/","feed_url":"https:\/\/help.docman.com\/knowledge-base\/filing-internal-forms\/feed\/json","author":{"name":"nextSTL","url":"https:\/\/help.docman.com"},"items":[{"title":"Filing Internal Forms","date_published":"2019-08-06T16:02:21Z","date_modified":"2019-08-06T17:02:22Z","id":"https:\/\/help.docman.com\/knowledge-base\/filing-internal-forms\/","url":"https:\/\/help.docman.com\/knowledge-base\/filing-internal-forms\/","author":{"name":"Thomas Burton","url":"","avatar":"https:\/\/secure.gravatar.com\/avatar\/a32b4001ab8ff3155eacbca0c04ea21c09b641defc2ff85bcd80a14ebdf75d62?s=96&d=mm&r=g"},"summary":"\nDo you file lots of new pat\nreg forms\/consent forms? \n\n\n\nDoes Intellisense struggle\nwith your internal forms? Do you simply want to file the scanned copy to the\npatient\u2019s record?\n\n\n\nIf\nso, use Filing Templates to make your process simpler. \n\n\n\nWhe\u2026","content_html":"<!-- wp:paragraph -->\n<p><em>Do you file lots of new pat\nreg forms\/consent forms? <\/em><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><em>Does Intellisense struggle\nwith your internal forms? Do you simply want to file the scanned copy to the\npatient\u2019s record?<\/em><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>If\nso, use Filing Templates to make your process simpler. <\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>When Filing you are expected\nto complete the suggested content: Description, Organisation, Department,\nFolder, Clinical Code and decide if it needs sending for review.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>You\ncan create a Filing template to simplify your process.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>In Settings > Filing > Templates you can create a template to fill in all the content. Including the Create Review setting \u2013 No Review Required.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":4475} -->\n<figure class=\"wp-block-image\"><img src=\"https:\/\/help.docman.com\/wp-content\/uploads\/2019\/08\/image-8.png\" alt=\"\" class=\"wp-image-4475\"\/><figcaption><br><\/figcaption><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>This\nexample shows a template for \u2018New Patient Registration Form\u2019. To make your own,\nclick Create at the bottom of the list.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Then Fill in the blank template screen like this:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":4476} -->\n<figure class=\"wp-block-image\"><img src=\"https:\/\/help.docman.com\/wp-content\/uploads\/2019\/08\/image-9.png\" alt=\"\" class=\"wp-image-4476\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:image {\"id\":4477} -->\n<figure class=\"wp-block-image\"><img src=\"https:\/\/help.docman.com\/wp-content\/uploads\/2019\/08\/image-10.png\" alt=\"\" class=\"wp-image-4477\"\/><figcaption><br><\/figcaption><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>By completing the template in this manner, the document will be filed in the same way each time, including a Clinical Code of \u2018Patient Registration\u2019. <\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Remember to Click 'Save'.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Due to the way that the Review settings in these templates override the organisation settings, this will predefine the \u2018Create Review\u2019 setting in the Filing screen. <\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>When filing a new patient registration form, to use this new template see below:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":4478} -->\n<figure class=\"wp-block-image\"><img src=\"https:\/\/help.docman.com\/wp-content\/uploads\/2019\/08\/image-11.png\" alt=\"\" class=\"wp-image-4478\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>This will populate the filing screen in this way:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":4479} -->\n<figure class=\"wp-block-image\"><img src=\"https:\/\/help.docman.com\/wp-content\/uploads\/2019\/08\/image-12.png\" alt=\"\" class=\"wp-image-4479\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>Once\nthe template has been applied, check the event date, and simply press <\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>This template can then be copied to be used for other internal forms, such as consent forms, GMS18, PHQ9, Change of Address, Change of name.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>By simply copying the existing template you have created, and amending the fields as required. <\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":4480} -->\n<figure class=\"wp-block-image\"><img src=\"https:\/\/help.docman.com\/wp-content\/uploads\/2019\/08\/image-13.png\" alt=\"\" class=\"wp-image-4480\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>I hope you find this tip a great way to save time and effort when filing!<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><strong>This article has been created by Mahbub Hussain (Training and Implementation Consultant)<\/strong><\/p>\n<!-- \/wp:paragraph -->","tags":[]}]}