Clinical User Guide
Documents Tab

Clinical provides a facility for importing external documents and third-party files into the database and storing them with a patient's record. Such 'documents' can include spreadsheets, word processor files, text files and images; essentially, you can import any document format you desire, and (provided you have the associated 'source' software installed) open these documents via Clinical.

Clinical provides a TWAIN-compliant interface for scanning external documents (such as X-Rays or patient letters) and importing ECGs created by third-party systems. Via this technology, Clinical can also accept image data from devices such as digital cameras. Clinical itself does not contain a scanning utility. Rather, when you perform a document scan from within Clinical, the third-party software you use to perform scans (normally supplied with your scanner) is activated automatically, and it is this software that performs the scan.

The Clinical definition of 'documents' should not be confused with 'letters'; in Clinical terms, a document is an imported file, whereas a letter is correspondence created with the Clinical Letter Writer. That is not to say you cannot scan or import a letter you have received in hardcopy form. In fact, letters (and other such files), when added to a patient record in this way, can be saved to either of the Correspondence, Documents, Letters or Results tabs within the patient's record.

Because of the potentially-sensitive nature of the content that can be saved to this tab, it is not accessible to users with basic security access. Such users can scan/import via the Scan/Import Correspondence window. See also Document Management Scenarios.

o      By default, items are displayed in order of date collected.

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      Double-clicking a record opens the record in a separate window. Previous/Next buttons on this latter window allow you to browse through the list of records.

o      Multiple records can be selected simultaneously using the CTRL or SHIFT keys, as per standard Windows functionality, or by clicking the Select All link.

o      Simple/Advanced filtering can be applied to this window. In the example above, the Subject column has been filtered;

See Filtering/Searching Correspondence Records for more information.


o      Details of a selected document are displayed in the lower section of this window.

o      If you sort the records on this window, including the repositioning of any columns, this sort order is retained upon closing the patient's record.

Items of interest on this window:

Upper Section

Checked By

Clear Filters

Clear Search



Date Checked

Date Collected

Date Created

Date Notified

Date Requested


Document Details

Hide/Show Preview


Move Location


Notified By

Open Externally

MyHealthRecord Activity Date

MyHealthRecord Status

Full, Bottom, Right

Print / Print To

*Include Patient Header

Print List / Print List To



Remove from MyHealthRecord



Send SMS

Send to MyHealthRecord





User Name


Lower Section


Add Recall

Assign / Reassign Patient

Assign / Reassign Recipient

Audit History

Notify / De-notify

Previous / Next

View Signature