Managing a Patients My Health Record (MHR)

Brief Overview

If a patient has an active My Heath Record (MHR) and your practice is set up for this integration, you can manage a patients uploaded documents from the clinical consult. You can filter, view, print and download documents that are available in the patients MHR.

Note: This is only available to users with Doctor access.

 

The Short Version

  • Double click a patient appointment to open a clinical consult or use the Quick Consult icon.
  • Click on the MHR icon
  • Filter the documents
  • View, Print and Download documents

 

Instructions

1. Open a consult by double-clicking on a patient's appointment in the Scheduler. If you would like to add a note to a patient who does not have an appointment, use the Quick Consult.

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2. Open the patients MHR by clicking on the icon, if the patient has MHR and it is active, it will open. 

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Note: If the patient does not have an active MHR an error message will appear.

 

3. Once open, MHR will show all documents available for this patient.

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Advanced Views & Filters

1. To filter the documents in the list, select Advanced Views & Filter.

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2. Filter by:

  • View - Select from defined options and further filter by selecting from the dropdown.
  • Date - Choose a start date or select from the month options.

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3. Click Apply Filter.

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Viewing, Printing & Downloading Documents

1. Click on the document name or select View from the Actions dropdown to open the document. 

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2. Once the document is open, you can then Print or Download.

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3. Select Go Back to see the patients MHR documents.

4. From the list of document you can also print the document by selecting Print in the Actions dropdown. 

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5. Selecting Download in the Actions dropdown will add the document to the Records Downloaded tab at the top of the page. This file is now downloaded onto Clinic to Cloud

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6. Once downloaded the document can be viewed, printed or deleted from Clinic to Cloud from the Actions dropdown. 

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Note: This does not delete the document from the patients MHR, just from Clinic to Cloud.

 

 

 

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