{"version":"https:\/\/jsonfeed.org\/version\/1","title":"Filing > Docman Help","home_page_url":"https:\/\/help.docman.com\/knowledge-base\/filing\/","feed_url":"https:\/\/help.docman.com\/knowledge-base\/filing\/feed\/json","author":{"name":"nextSTL","url":"https:\/\/help.docman.com"},"items":[{"title":"Filing","date_published":"2017-04-18T09:42:31Z","date_modified":"2017-05-08T14:54:45Z","id":"https:\/\/help.docman.com\/knowledge-base\/filing\/","url":"https:\/\/help.docman.com\/knowledge-base\/filing\/","author":{"name":"Oliver Edwards","url":"","avatar":"https:\/\/secure.gravatar.com\/avatar\/916760a3861c94b0f12d9658070815ac6150c9ba5291c9b5304733d70e0fdb9e?s=96&d=mm&r=g"},"summary":"Documents can be filed from the capture and filing area into the patient and document sections.\r\n\r\nTo file a document from the capture and filing area:\r\n\r\n \tSelect the document\r\n \tChoose the section from the drop down menu on the action panel\r\n \tSele\u2026","content_html":"Documents can be filed from the capture and filing area into the patient and document sections.\r\n\r\nTo file a document from the capture and filing area:\r\n<ul>\r\n \t<li>Select the document<\/li>\r\n \t<li>Choose the section from the drop down menu on the action panel<\/li>\r\n \t<li>Select the 'File Document' button<\/li>\r\n<\/ul>\r\nIntellisense can be used to help match the patient and document properties (e.g. document description) that are associated with the document.\r\n<h3>Filing with Intellisense<\/h3>\r\nIntellisense can only be used when filing to the patient section of the system and the 'Use Intellisense' option must be checked. \u00a0The system attempts to match a document to a patient and assign document properties using the words and details found within the document. \u00a0When attempting to match a patient, if a 100% match cannot be made, the system will present possible matches along with an indicator of a strength of the match shown as a coloured dot to the left of the patient name. \u00a0A tool tip is shown when hovering over the coloured dot to show what details the system has matched against.\r\n\r\n<a href=\"http:\/\/docmanhelp.wpengine.com\/wp-content\/uploads\/2017\/04\/Filing-IS.png\"><img class=\"alignnone wp-image-3484 size-large\" title=\"Click on image for expanded view\" src=\"http:\/\/docmanhelp.wpengine.com\/wp-content\/uploads\/2017\/04\/Filing-IS-1024x661.png\" alt=\"\" width=\"643\" height=\"415\" \/><\/a>\r\n\r\nIf the patient is shown here, they can be selected from the results or alternatively a search can be performed from the top of the screen.\r\n\r\nThe system will attempt to match document properties such as; description, organisation, care setting and folder based on the words found in the document that match the key words found in Intellisense templates. \u00a0Where Intellisense has found more than one option for these properties, a message will be presented and the fields that have more than one possible value are highlighted in green.\r\n\r\n<a href=\"http:\/\/docmanhelp.wpengine.com\/wp-content\/uploads\/2017\/04\/IS-options.png\"><img class=\"alignnone wp-image-3485 size-large\" title=\"Click on image for expanded view\" src=\"http:\/\/docmanhelp.wpengine.com\/wp-content\/uploads\/2017\/04\/IS-options-1024x653.png\" alt=\"\" width=\"643\" height=\"410\" \/><\/a>\r\n\r\nSelecting the Intellisense icon to the right of each field will show a list of suggested values.\r\n\r\nFor more detail about how to create Intellisense templates, take a look at this article <a href=\"http:\/\/docmanhelp.wpengine.com\/knowledge-base\/create-intellisense-templates\/\">here<\/a>.\r\n<h3>Filing Templates<\/h3>\r\nA quick way to apply document properties is through the use of filing templates. \u00a0Filing templates can be used to populate document properties\u00a0such as; description, organisation, care setting and folder. \u00a0They can also be configured to determine what happens after filing. \u00a0For example options to create a document review based on a workflow template and start clinical coding can be set. \u00a0Filing templates can be chosen from the top of the filing details screen.\r\n\r\n<a href=\"http:\/\/docmanhelp.wpengine.com\/wp-content\/uploads\/2017\/04\/filingtemplates2.png\"><img class=\"alignnone wp-image-3489 size-large\" title=\"Click on image for expanded view\" src=\"http:\/\/docmanhelp.wpengine.com\/wp-content\/uploads\/2017\/04\/filingtemplates2-1024x646.png\" alt=\"\" width=\"643\" height=\"406\" \/><\/a>\r\n\r\n[ht_message mstyle=\"info\" title=\"TIP\" \" show_icon=\"true\" id=\"\" class=\"\" style=\"\" ]If you apply a filing template when Intellisense has been used, the properties that have been applied from Intellisense will be cleared in favour of the values defined within the filing template. \u00a0The values found by Intellisense can be re-applied using the Intellisense icon to the right of each field.[\/ht_message]\r\n\r\n&nbsp;","tags":[]}]}