The Holding File contains Investigations Results returned from your provider that have not yet been examined and saved to a patient's record, along with other correspondence scanned/imported here or from the Scan/Import Correspondence window (provided you have enabled the 'Show Scan/Import Correspondence in Holding File' option within Investigation Options). From within the Holding File you can also scan or import results and other documentation, assigning them to patients.
The Holding File is accessible to practitioners with top-level access only. Non-clinical staff, and practitioners without top-level access can still import/scan files via the Scan/Import Correspondence window. The Permissions Matrices at the end of this topic indicate which functionality is available to different user types. See also Document Management Scenarios.
1. Select Correspondence > Check Holding File. You will be prompted to select one or more recipients whose results you wish to examine.
2. From this window select the recipient(s) whose results you wish to examine:
o Select a single recipient by clicking their name, and then clicking to open the Holding File to display only their results. Alternatively you can double-click a name to simultaneously select them and open the Holding File.
o Select multiple recipients by clicking each name. To deselect a name, simply click it again. Then, click to open the Holding File to display only the results of the selected recipients.
o Select all recipients by clicking the All Recipients option. Clicking then opens the Holding File to display results for all recipients. Alternatively you can double-click the All Recipients option to simultaneously select all recipients and open the Holding File.
Note that, as making a selection from this window locks the results associated with the selected recipient, it is recommended that you select only a specific recipient, as selecting All Recipients will prevent others from accessing any results whilst you have the Holding File open.
3. You will then be presented with the Holding File.
4. (Optional) Upon opening the Holding File, the first result in the list is automatically selected and displayed. If Clinical cannot determine which patient the result relates to, you will be prompted to either add a new patient to the database (by clicking ), or select from a list of patients the result could possibly belong to, as seen in the following example.
You may also be presented with these prompts as you browse through the list of results.
o Rearrange the column order by clicking and dragging a selected column, and dropping it to a new location.
o Sort the list of Results by clicking on any column heading. The sort order of a column is indicated via the direction of the icon.
o Multiple records can be selected simultaneously using the CTRL or SHIFT keys, as per standard Windows functionality.
o Simple/Advanced filtering can be applied to this window. In the example above, the Recipient/Doctor column has been filtered;
See Filtering/Searching Correspondence Records for more information.
5. Within the Holding File you can check-off Results. See Checking Off New Results for information.
6. Review the table below for information on using the Holding File.
Items of interest on the Holding File window: |
|
Upper Section |
|
Clear Filters |
|
Comment |
|
Date Collected |
|
Date Created |
|
Date Notified |
|
Delete |
|
Document Details |
|
Edit > Copy Result |
|
File > Add Cervical Screening |
|
File > Mark for Recall |
|
File > Outstanding Requests |
|
Hide/Show Preview |
|
Import |
|
Move Location |
|
Notation |
|
Open Externally |
|
Patient |
|
Patient > Open |
|
Patient > Open Patient |
|
Preview |
|
Print / Print To *Include Patient Header |
|
Print List / Print List To |
|
Recipient/Doctor |
|
Refresh |
|
Result |
|
Scan |
|
Sender/Provider |
|
Source |
|
Subject |
|
Type |
|
User Name |
|
Zoom |
|
Lower Section |
|
Action |
|
Add Recall |
|
Assign/Reassign Patient |
|
Assign/Reassign Recipient |
|
Audit History |
|
Close |
|
Discuss |
|
Edit Patient |
|
No Action |
|
Return Urgently |
|
Open Patient |
|
Previous/Next |
|
View Signature |