Documents

The documents module is typically used to store any types of documents (e.g. communication logs, internal sync notes, miscellaneous PDFs and images, etc.) that don't fit neatly into any other part of the patient's chart.

In this module, you can upload PDFs or images or use a pre-created document template (that you create in Prerequiste Part 1) to create a new document on the fly.

All of the steps listed below can also be done using Avon's APIs.

Prerequisites

Part 1: Create a document template (EMR)

First, create a customized document template.

Follow the instructions here to create your document template.

Steps

Step 1: Create a document (EMR)

To create a document:

• Go to the EMR (e.g. emr.avonhealth.com)
• Click on the hamburger menu on the top left corner > Patients > Click on "View chart" for the appropriate patient and then either:
  • Click "Add" and select "Document" from the dropdown OR
  • Click the "Documents" shortcut on the top bar and click "Add a new document"
• The "Add document" modal will pop up. In it, select:
  • Patient: The patient should be pre-selected for you.
  • Upload type: You can either:
    • Upload a PDF
    • Upload an image
    • Use a template (in which case you'll be prompted to select which template)
• Click "Create Document"
• Fill out the requisite information:
  • Name: Name of document
  • Patient: Confirm that the patient's name, MRN, and date of birth are accurate
  • Document:
    • If you selected "upload a PDF" or "upload an image", choose or drag-and-drop your file into the blue box that says "Choose file or drop here"
    • If you selected "use a template," fill out the selected template
• All information set is autosaved so click “Finish and Go Back” if you are done with the document for now

Step 2: Request review (EMR)

You can request review of the document. Follow the instructions here to request review.

Step 3: Add comments (EMR)

You can add comments to the document. Follow the instructions here to add comments.

Step 4: Sign and lock (EMR)

You can sign and lock the document. Follow the instructions here to sign and lock.

Step 5: Request patient signature (EMR)

You can request a patient to sign the document. Follow the instructions here to get a patient's signature.

Step 6: Generate a PDF (EMR)

You can generate a PDF of the document. Follow the instructions here to generate a PDF.

Step 7: Fax document (EMR)

You can fax the document. Follow the instructions here to fax it.

Step 8: View, edit, and delete documents (EMR)

To view, edit, or delete document:

• Go to the EMR (e.g. emr.avonhealth.com)
• Click on the hamburger menu on the top left corner > Patients
• Click on the “View Chart” button of the appropriate patient
• Either:
  • Scroll through the patient’s chart to find the desired document OR
  • Click the "Documents" shortcut on the top bar and scroll to find the desired document
• Click on the document card to go into viewing mode
• Toggle the top dropdown to go into editing mode
• Scroll to the bottom right-hand corner of the card to find the “Delete” button (NOTE: the “Delete” button is only visible when you are in editing mode)