Document Tree Options

You have the following options on the document tree and the Content panel:

To...

Do this...

View a document image

Select a node (such as encounter, document, subtitle). The node is expanded and the viewer displays the first page of the first document.

or
Expand the tree to the page level by clicking the plus sign. The viewer displays the first page of the first document. Click on the page you want to view, or access it using the navigation buttons.

View multiple document images

Press the Ctrl key, then click on each document or page you need. (You can also select the encounter, subtitle, date/time, and versioned page nodes.) The currently displayed page is highlighted in blue on the tree, other selected pages are highlighted in gray. Use Page Up and Page Down keys to navigate through the selected documents. (This option is not available when the Deficiency or Assignment tab is selected.)

View all available documents when the list is longer than the page

Use the scroll bar to move up and down the list.

Sort the list in encounter order when it is in the default document order

Click the Encounter option button under the document tree. This button toggles with the Document option button. The system saves your selection across login sessions.

Note: Depending on how/if the Content panel has been resized, the Document button may not be visible unless you maximize the viewer window or enlarge the panel.

Expand nodes in the document tree, one node at a time

Click the Expand button. Both the global and non-global document trees expand one level from what was previously displayed.

Collapse all nodes in the document tree

Click the Collapse button. Both the global and non-global document trees collapse one level from what was previously displayed. The viewer continues to display the active page, even if the page node is collapsed.

Expand a single node in the document tree

Click the + (plus) next to the node. The module expands the node, displaying subordinate nodes, and displays the page.

Collapse a single node in the document tree

Click the - (minus) next to the node. The module collapses the node, hiding subordinate nodes.

Note: If you select a collapsed node to view documents, all subordinate nodes are also selected.

Show prior versions of text edited documents that were modified during signature deficiency completion

Click the Versions button. The tree expands the node to show prior versions indicated by

To...	Do this...
View a document image	Select a node (such as encounter, document, subtitle). The node is expanded and the viewer displays the first page of the first document. or Expand the tree to the page level by clicking the plus sign. The viewer displays the first page of the first document. Click on the page you want to view, or access it using the navigation buttons.
View multiple document images	Press the Ctrl key, then click on each document or page you need. (You can also select the encounter, subtitle, date/time, and versioned page nodes.) The currently displayed page is highlighted in blue on the tree, other selected pages are highlighted in gray. Use Page Up and Page Down keys to navigate through the selected documents. (This option is not available when the Deficiency or Assignment tab is selected.)
View all available documents when the list is longer than the page	Use the scroll bar to move up and down the list.
Sort the list in encounter order when it is in the default document order	Click the Encounter option button under the document tree. This button toggles with the Document option button. The system saves your selection across login sessions. Note: Depending on how/if the Content panel has been resized, the Document button may not be visible unless you maximize the viewer window or enlarge the panel.
Expand nodes in the document tree, one node at a time	Click the Expand button. Both the global and non-global document trees expand one level from what was previously displayed.
Collapse all nodes in the document tree	Click the Collapse button. Both the global and non-global document trees collapse one level from what was previously displayed. The viewer continues to display the active page, even if the page node is collapsed.
Expand a single node in the document tree	Click the + (plus) next to the node. The module expands the node, displaying subordinate nodes, and displays the page.
Collapse a single node in the document tree	Click the - (minus) next to the node. The module collapses the node, hiding subordinate nodes. Note: If you select a collapsed node to view documents, all subordinate nodes are also selected.
Show prior versions of text edited documents that were modified during signature deficiency completion	Click the Versions button. The tree expands the node to show prior versions indicated by

Icons on the document tree

The view-restricted icon in front of a document indicates the document is view restricted pending text editing and authentication by the physician. See About Text Editing for information.

When processing deficiencies, on either the Deficiency tab or the Documents tab on top of the tree, special icons indicate the following:

The icon identifies the document with the signature deficiency.
The icon identifies the document with the missing text deficiency.
The icon identifies the encounter with the dictation deficiency.
The icon next to a page indicates the page has been viewed by the physician.

When processing assignments, the icon indicates the page/document is linked to an assignment.

Document Tree Options

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