Case Files Overview

AgileEMR: Case Files Overview

FEATURE PURPOSE: Allows users to upload documents to the case and review them.

From the Case Home Page, select Case Files from the Navigation Tab.
The Case Files are divided into two sections, Administrative Documents and Medical Documentation.
Administrative Documents – Documents which are related to the administration, including all registration and billing documents.
Medical Documents – Documents which contain patient’s treatment, medical history, and fax correspondence between patient’s referring physicians.
Below the Medical Documentation is where the user can download multiple files at once, fax multiple documents, view fax history, and open recycling bin.
Download Selected Files: The user can download multiple files as a PDF after checking the small box located to the left of the uploaded documents in the Administrative and Medical Documentation.
Download All Case Files: The user can download all case files at once.
Fax Multiple Documents: The user can fax multiple documents at once by checking the small box located to the left of the uploaded Medical Documentation.

Viewing Fax History

By selecting the Fax History, the user can view fax details for every document sent for the case.
Fax Date: The date the fax was sent on
Documents Included: Which documents were included in the fax
Submitted by: Who sent the fax
Fax From: The location and number the fax came from
Fax to: The physician and number the fax was sent to
Fax Status: The status of the fax – failed, sending, or sent with the time it was completed.
The user has an option to download the entire fax history for a patient as a PDF by selecting Download Fax History
- To view the Cover Page Message which was sent on the fax, select the icon next to the Fax Status.