Uploading Results/Files to a Provider's Inbox

Uploading Files to a Provider's Inbox

Bulk Scan Upload allows you to easily upload your scans, faxes and other documents into MediRecords. Once documents have been uploaded, they can easily be allocated to both patients and providers, as either Correspondence, or sent to the provider's Inbox for further review.

Before a document such as correspondence or an investigation result can be sent to a doctor for review, it must be uploaded to the Bulk Scan Upload.

Follow these steps:

1. Click More to reveal a drop-down list.
2. Click Utilities
3. Click Bulk Scan Upload
4. Click Upload to open a file explorer window
5. Select one or more documents for upload.
6. Click Open or Select to begin the upload.
7. Documents being uploaded will be displayed in a Light Blue Progress Bar
8. Once a document is uploaded, it will be displayed in a darker shade of blue, with tick box next to it.
9. Mark the checkbox next to the document you wish to assign for review.

10. Input File Data

    • Date

    • Patient -The name of the patient the document is associated with; once the Doctor has reviewed the document it will be stored in this patient's clinical record.

    • Subject -Subject line for quick reference.

    • From (Service Provider - Lab usually) - The Contact or User the document originated from.

    • To (Requested by Provider) - The Addressee: this will be the Doctor who reviews the document.

    • File In > Inbox

    • Category > Result -this label will dictate where the document is stored after the Doctor reviews it.

    • Type - Should be set based on the Service Provider selected automatically, otherwise choose Radiology/Pathology

11. Any additional notes on comments regarding the document (optional).
12. Once the required fields are filled, click Assign. The document will leave the Bulk Scan Upload and be assigned to the User in the To field to review in Secure Messaging Inbox.

13. Provider reviews this in the Inbox. They may update the linked patient if this is not identified automatically/correctly.

14. User can click the Link to Request button.

    • User receives list of Requests that are in Outstanding status of the same Type (Pathology vs Radiology)

    • User ticks the Request and clicks Partially Received or Fully Received

    • The Request is then linked to the Result, and the Request will be marked as either Partially or Fully Received

15. Once the provider has assessed the result and that it’s assigned to the correct patient, they will mark the result as Checked.

16. The result will then be available in the patient Result grid.

*NOTE: At the File In stage, the user may choose Inbox > Correspondence. If they do this the Result will not be stored in the Results grid, so this is not recommended. It will instead be stored in the Correspondence grid, which does not have the facility to add a Result Status (Normal, Abnormal etc).

*NOTE: At the File In stage, the user may also choose Correspondence and then set the Category to Result. If they do this the Result will not be stored in the Results grid, so this is not recommended. It will instead be stored in the Correspondence grid, which does not have the facility to add a Result Status (Normal, Abnormal etc).