01. Docutainer

Introduction
Document Managers are used to control the display and editing of groups of similar Documents, such as Encounters or Reports.

Paper Connection
Document Managers correspond to sections of a paper chart containing different kinds of patient information, similar to having separate folders inside a chart for encounter notes, xrays, lab results, and other information.

4.x Differences
Document Managers are equivalent to the chart sections listed under Chart Browser in SOAPware 4.x. One primary difference is that in SOAPware 5.0 you can view several at one time, rather than being forced to open each area separately.

Functionality
Although the exact functionality of Document Managers varies depending on their type and purpose, the one thing they have have in common is that they act as containers and managers for Documents.

New Document Managers can be added to the Chart View by dragging them from the Chart Navigator.

Most Document Managers consist of three parts: a document info sliding panel at the top, a document list sliding panel at the bottom, and a document viewer area in the middle. Depending on the type of document, one or more of these parts may not be available, or their appearance may differ slightly.

The document info panel displays information about the specific document that is currently open. It appears as a bar at the top of the Document Manager, with the document title and a thumbtack on it. Pointing the cursor at the bar will cause it to expand, and clicking the thumbtack will lock it in the open position. The information displayed depends on the type of document. Refer to the documentation for the specific type of document for details.

The document viewer area displays the document itself, in whatever manner is appropriate for that document type. Refer to the Document instructions for full details.

The document list panel displays a list of documents and some basic details about them, and is used to select and display documents. It appears as a bar at the bottom of the Document Manager, with the name of the document type and a thumbtack on it. Pointing the cursor at the bar will cause it to expand, and clicking the thumbtack will lock it in the open position. The column headings in the list depend on the type of document being displayed, but they typically include information such as document names, dates, and authors. Clicking on a document in the list will display that document in the viewer. See the documentation for specific documents for details.

Above the document list is a set of controls for the document list. From left to right, they are:

Create Document - Used to add a new document of the current type to the Document Manager. Not to be confused with adding a Document Item to the current document.

Remove Documents - Used to remove one or more selected documents from the list. You can select multiple documents by holding down the control or shift key while clicking on documents in the list. The documents must be unsigned.

Sign Documents - Used to sign one or more selected documents from the list. You can select multiple documents by holding down the control or shift key while clicking on documents in the list.

Print Documents – Prints the currently selected document item.


Reassign Documents - Used to assign one or more selected documents from the list to another user. You can select multiple documents by holding down the control or shift key while clicking on documents in the list.