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public:gorev:filemanagement [2020/01/12 20:05]
sgriffin
public:gorev:filemanagement [2020/03/22 00:47] (current)
mgriffin [Removing a Patient File from the Pending Uploads List]
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 ===== GoRev File Management Tutorial ====== ===== GoRev File Management Tutorial ======
-Welcome to the GoRev File Management Tutorial. In this tutorial, we will focus on the process of Uploading, Removing, ​and Retrieving Patient Files in GoRev. ​+Welcome to the **GoRev File Management Tutorial**. In this tutorial, we will focus on the process of **Uploading** and **Retrieving Patient Files** in GoRev. ​
  
 **Note:** If you need assistance with a particular portion of this tutorial, please use the **Table of Contents** on the left hand side of this screen to navigate to the topic that you require. ​ **Note:** If you need assistance with a particular portion of this tutorial, please use the **Table of Contents** on the left hand side of this screen to navigate to the topic that you require. ​
  
 ====== 1 : Navigating to the Patient Overview Module ====== ====== 1 : Navigating to the Patient Overview Module ======
-As a GoRev User, you will have the ability to **Upload**, **Remove**, ​and **Retrieve** **Patient Files** in the **File Management** area of the **Patient Overview Module**. In order to navigate to the **Patient Overview Module**, first, begin by entering the required **Patient’s** **Name**, **Account Number**, or **Social Security Number** into the corresponding field in the **Search** area of the **GoRev Homepage**+As a GoRev user, you will have the ability to **Upload** and **Retrieve** **Patient Files** in the **File Management** area of the **Patient Overview Module**. In order to navigate to the **Patient Overview Module**, first, begin by entering the required **Patient’s** **Name**, **Account Number**, or **Social Security Number** into the corresponding field in the **Search** area of the GoRev Homepage. ​
  
-{{:​public:​gorev:​step_1_enter_patient_name_account_or_ssn.png?800|}}+{{:​public:​gorev:​step_1_part_1_enter_patient_name.png?950|}}
  
 As you are entering this information,​ existing **Patient Accounts** will appear below the field that you are filling. Once you locate the correct **Patient Account**, please use the arrow keys to highlight this **Patient Account** and hit “**Enter**” on your keyboard. ​ As you are entering this information,​ existing **Patient Accounts** will appear below the field that you are filling. Once you locate the correct **Patient Account**, please use the arrow keys to highlight this **Patient Account** and hit “**Enter**” on your keyboard. ​
  
-{{:​public:​gorev:​step_1_part_2_drop_down_menu_purple_field.png?800|}} +{{:​public:​gorev:​step_1_part_2_enter_patient_name_drop_down_area.png?950|}}
 ====== 2 : Locating the File Management Area ====== ====== 2 : Locating the File Management Area ======
-At this point, the **Patient Overview Module** for the selected ​**Patient** will appear on your screen. The **File Management** section, located in the upper right corner of this window, will allow you to **Upload**, **Remove**, ​and **Retrieve** **Files** for this **Patient**. ​ +At this point, the **Patient Overview Module** for the selected Patient will appear on your screen. The **File Management** section, located in the upper right corner of this window, will allow you to **Upload** and **Retrieve** **Files** for this **Patient**. ​
- +
-{{:​public:​gorev:​step_2_file_management_area_highlighted.png?​800|}}+
  
 +{{:​public:​gorev:​step_2_file_management_area.png?​950|}}
 ====== 3 : Beginning the File Upload Process ​ ====== ====== 3 : Beginning the File Upload Process ​ ======
 In order to **Upload** **Patient Files** to this account, first, begin by clicking on the “**Upload Files**” button present in the **File Management** area.  In order to **Upload** **Patient Files** to this account, first, begin by clicking on the “**Upload Files**” button present in the **File Management** area. 
  
-{{:​public:​gorev:​step_3_upload_files_button_highlighted.png?800|}}+{{:​public:​gorev:​step_3_upload_file_management_area.png?950|}}
  
 ====== 4 : Selecting a Patient File to Upload ====== ====== 4 : Selecting a Patient File to Upload ======
-At this point, a **File Browser** ​window will appear ​on your device. To continue, please select the **File** that you would like to **Upload** to the **Patients Account** by clicking on the corresponding **File** in this window. ​+Once the **File Browser** ​appears ​on your device, please select the **File** that you would like to **Upload** to the Patient's Account by clicking on the corresponding **File** in this window. ​
  
-{{:​public:​gorev:​step_4_file_highlighted_in_upload_files_area.png?800|}}+{{:​public:​gorev:​step_4_part_1_select_a_file_.png?950|}}
  
 Then, click “**Open**”. ​ Then, click “**Open**”. ​
  
-{{:​public:​gorev:​step_4_part_2_open_button_highlighted.png?800|}}+{{:​public:​gorev:​step_4_part_2_open_selected_file_.png?950|}}
  
 ====== 5 : Beginning the File Categorization Process ====== ====== 5 : Beginning the File Categorization Process ======
-After the Multi-Document Upload” window ​becomes ​visible, please click on the **Checkbox** next to the **File** that you would like to **Upload** to the **Patients Account**.  +At this point, ​the **"Multi-Document Upload"​** ​window ​will, now, be visible. To continue, please click on the **Checkbox** next to the **File** that you would like to **Upload** to the Patient's Account. ​
- +
-{{:​public:​gorev:​step_5_multi_document_upload_window_with_arrow_to_selected_file.png?800|}}+
  
 +{{:​public:​gorev:​step_5_start_the_categorization_process.png?​950|}}
 ====== 6 : Categorizing the Selected Patient File ====== ====== 6 : Categorizing the Selected Patient File ======
-Next, in order to select a **Category** for the **File**, ​first, begin by clicking ​on the “**Set Category**” button in this window. ​+Next, please ​select a **Category** for the **File**. To beginplease click on the “**Set Category**” button in this window. ​
  
-{{:​public:​gorev:​step_6_set_category_button.png?800|}}+{{:​public:​gorev:​step_6_part_1_set_the_category.png?950|}}
  
 Once the **Set Category** drop-down menu becomes visible, please select the appropriate **Category** from the list.  Once the **Set Category** drop-down menu becomes visible, please select the appropriate **Category** from the list. 
  
-{{:​public:​gorev:​step_6_part_2_set_category_drop_down_highlighted.png?800|}}+{{:​public:​gorev:​step_6_part_2_select_the_file_category.png?950|}}
  
-====== 7 : Beginning the Multi-File Upload Process ====== +====== 7 : The Multi-File Upload Process ======
-Now, in the event that you would like to **Upload** multiple **Patient Files** simultaneously,​ first, begin by clicking on the “**Choose Files**” button in the “Multi-Document Upload” window. ​+
  
-{{:​public:​gorev:​step_7_choose_files_button.png?​800|}}+==== Beginning the Multi-Document Upload Process ====
  
-====== 8 : Selecting the Required Patient File to Upload ====== +**Note:** If you would like to **Upload** ​multiple ​**Patient ​Files** simultaneouslyfirst, begin by clicking on the “**Choose Files**” button in the “Multi-Document Upload” window
-After a **File Browser** window becomes visible, please select the **File** that you would like to **Upload** ​to the **Patient’s Account**. Thenclick “**Open**”. ​+
  
-{{:​public:​gorev:​step_8_choose_another_file_and_open_it.png?800|}}+{{:​public:​gorev:​step_7_part_1_multi_upload_choose_file.png?950|}} 
 +==== Selecting the Required Patient File ====
  
-====== 9 : Selecting a Patient File To Categorize ======+After a **File Browser** window becomes visible, please select the **File** that you would like to **Upload** to the Patient’s Account. Then, click “**Open**”.  
 + 
 +{{:​public:​gorev:​step_7_part_2_multi_upload_open_file.png?​950|}} 
 +==== Categorizing the Patient File ====
 At this point, the **Patient File** will be present in the “Multi-Document Upload” window. Now, in order to select a **Category** for the **Patient File**, first, begin by clicking on the **Checkbox** next to the corresponding **Patient File** on your screen. ​ At this point, the **Patient File** will be present in the “Multi-Document Upload” window. Now, in order to select a **Category** for the **Patient File**, first, begin by clicking on the **Checkbox** next to the corresponding **Patient File** on your screen. ​
  
-{{:​public:​gorev:​step_9_click_checkbox_next_to_corresponding_patient_file.png?800|}}+{{:​public:​gorev:​step_7_part_3_multi_upload_set_category.png?950|}}
  
-====== 10 : Categorizing the Required Patient File ====== 
 Next, please select the **Category** for this **Patient File** using the “**Set Category**” button in this window. ​ Next, please select the **Category** for this **Patient File** using the “**Set Category**” button in this window. ​
  
-{{:​public:​gorev:​step_10_select_the_category_with_the_set_category_button.png?800|}}+{{:​public:​gorev:​step_7_part_4_multi_upload_set_the_category.png?950|}}
  
-If you would like to **Upload** additional **Patient Files** at this time, please use the above procedure for each **Patient File** that you require.  ​+**Note:​** ​If you would like to **Upload** additional **Patient Files** at this time, please use the above procedure for each **Patient File** that you require.  ​
  
-====== ​11 Beginning the File Removal Process ====== +====== ​The File Removal Process ======
-Conversely, if there is a **Patient File** or multiple **Patient Files** in the “Multi-Document Upload” window that you do not want to **Upload** to the **Patient’s Account** at this time, please begin the **File Removal** process by clicking on the **Checkbox** next to each **Patient File** that you do not want to **Upload** at this time. +
  
-{{:​venture:​step_11_select_the_file_you_do_not_wish_to_upload.png?800|}}+==== Beginning the File Removal Process ==== 
 +Conversely, if there is a **Patient File** or multiple **Patient Files** in the “Multi-Document Upload” window that you do not want to **Upload** to the Patient’s Account at this time, please begin the **File Removal** process by clicking on the **Checkbox** next to the **Patient File(s)** that you do not want to **Upload**
  
-====== 12 : Unchecking Patient Files Not to be Removed ​======+{{:​public:​gorev:​step_8_part_1_delete_process_select_a_file.png?​950|}} 
 +==== Unchecking Patient Files Not to be Removed ====
 Next, please make sure that the **Checkbox** next to each **Patient File** that you do not wish to **Remove** is unchecked. ​ Next, please make sure that the **Checkbox** next to each **Patient File** that you do not wish to **Remove** is unchecked. ​
  
-{{:​public:​gorev:​step_12_make_sure_the_files_you_want_to_keep_are_not_selected.png?800|}} +{{:​public:​gorev:​step_8_part_2_delete_process_.png?950|}} 
- +==== Removing the Selected Patient Files ====
-====== 13 : Removing the Selected Patient Files ======+
 Now, in order to remove the **Selected File(s)**, click on the “**Remove File**” button in the “Multi-Document Upload” toolbar. ​ Now, in order to remove the **Selected File(s)**, click on the “**Remove File**” button in the “Multi-Document Upload” toolbar. ​
  
-{{:​public:​gorev:​step_13_remove_files_button.png?800|}}+{{:​public:​gorev:​step_8_part_3_delete_process_remove_file.png?950|}}
  
-====== 14 : Selecting Checkboxes of Patient Files to be Uploaded ====== 
-At this point, the **Selected File(s)** will no longer be present in the “Multi-Document Upload” window. To continue the **File Upload** process, please click on the **Checkbox** next to each **Patient File** that you would like to **Upload** to the **Patient’s Account** at this time.  
  
-{{:public:​gorev:​step_14_select_the_files_you_want_to_continue_uploading.png?800|}}+====== 9 Final Selection of Patient Files to be Uploaded ====== 
 +At this point, the **Selected File(s)** will no longer be present in the “Multi-Document Upload” window. To continue the **File Upload** process, please finalize the list of **Patient Files** to be **Uploaded** to the Patient'​s Account by adding or removing any **Files** that you require using the steps discussed above
  
-====== 15 Uploading the Selected Patient Files ====== +{{:public:​gorev:​step_9_final_file_selection.png?950|}}
-Once you are finished, click on the “**Confirm Upload**” button in this window +
  
-{{:public:​gorev:​step_15_confirm_upload_button.png?800|}}+====== 10 Uploading the Selected Patient Files ====== 
 +Once you are finished, click on the “**Confirm Upload**” button in this window to **Upload** the **Files** to the Patient Account 
  
-====== ​16 : Locating the Uploaded Patient Files ======+{{:​public:​gorev:​step_10_now_confirm_upload.png?​950|}} 
 +====== ​11 : Locating the Uploaded Patient Files ======
 At this point, the **Uploaded Patient File(s)** will be present in the **File Management** area of the **Patient Overview Module**. ​ At this point, the **Uploaded Patient File(s)** will be present in the **File Management** area of the **Patient Overview Module**. ​
  
-{{:​public:​gorev:​step_16_uploaded_files_present_in_file_management_section.png?800|}}+{{:​public:​gorev:​step_11_file_present_in_file_management_section.png?950|}}
  
-====== ​17 Removing a Previously Uploaded Patient ​File ====== +====== ​12 Retrieving ​Previously Uploaded Patient ​Files ====== 
-In addition to **Uploading Patient Files**, the **File Management** area will, also, allow you to **Remove** **Files** ​that have been previously ​**Uploaded** to a **Patient’s Account**. To begin, please right click on the corresponding **Patient File** present in the **File Management** area. +In addition to the **Uploading** of **Patient Files**, the **File Management** area will, also, allow you to **Retrieve** **Patient ​Files** ​from the Patient’s Account. As a GoRev User, you may **Retrieve** a **Patient File** from a Patient’s Account ​by double-clicking ​on the corresponding **Patient File** present in the **File Management** area of the **Patient Overview Module**
  
-{{:​public:​gorev:​step_17_select_file_for_removal.png?800|}}+{{:​public:​gorev:​step_12_retrieve_the_file_.png?950|}}
  
-After the **Patient File** ​drop-down menu becomes visibleplease select ​the **Delete this File**” option from the list to complete the **Removal** process+After double-clicking on the appropriate ​**Patient File**, the selected ​**File** ​will appear on your device
  
-{{:​public:​gorev:​step_17_part_2_delete_this_file_drop_down_option.png?​800|}} +====== ​13 Uploading ​Patient Files During New Visit Creation  ​======
- +
-====== ​18 Viewing Previously Deleted ​Patient Files ====== +
-Now, in the event that you would like to **View** previously **Deleted Patient Files**, please click on the “**Show Hidden Files**” checkbox present in the **File Management** area.  +
- +
-{{:​public:​gorev:​step_18_show_hidden_files_checkbox.png?​800|}} +
- +
-====== 19 : Restoring Previously Deleted Patient Files ====== +
-Additionally,​ if you would like to **Restore** a previously **Deleted Patient File**, please begin by right clicking on the corresponding **Patient File** from the list on your screen.  +
- +
-{{:​public:​gorev:​step_19_select_file_for_restoring.png?​800|}} +
- +
-Once the **Patient File** drop-down menu becomes visible, please select the “**Restore this File**” option from the list to complete the **Restoration** process.  +
- +
-{{:​venture:​step_19_part_2_restore_this_file_button.png?​800|}} +
- +
-====== 20 : Retrieving Previously Uploaded Patient Files ====== +
-Lastly, in addition to the **Removal** of previously **Uploaded Patient Files**, the **File Management** area will, also, allow you to **Retrieve** **Patient Files** from the **Patient’s Account**. As a GoRev User, you may **Retrieve** a **Patient File** from a **Patient’s Account** by double-clicking on the corresponding **Patient File** present in the **File Management** area of the **Patient Overview Module**.  +
- +
-{{:​public:​gorev:​step_20_select_a_file_to_double_tap_and_retrieve.png?​600|}} +
- +
-After double-clicking on the appropriate **Patient File**, the selected **File** will appear on your device. ​+
  
-====== 21 : Beginning the File Upload Process During New Visit Creation ====== +==== Beginning the File Upload Process During New Visit Creation ====
-In addition to the **Patient Overview Module**, the **File Management** area may, also, be accessed and used to **Upload Patient Files** during the creation of a **New Visit** for the **Patient**. To begin **Uploading** a **File** to the **Patient’s Account**, please click on the “**Browse**” button present in the **File Management** area of the Visit Information window. ​+
  
-{{:​public:​gorev:​step_21_browse_button_in_new_visit.png?800|}}+In addition to the **Patient Overview Module**, **Patient Files** can, also, be **Uploaded** to a Patient'​s Account using the **"​Upload Files"​** area in the **"​Finalize Visit Creation"​** window of the **New Visit** module
  
-====== 22 Selecting the Appropriate Patient File to Upload ====== +{{:public:​gorev:​step_13_part_1_upload_files_new_visit_screen.png?​950|}} ​
-At this point, a **File Browser** window will appear on your screen. To continue, please click on the **Patient File** in this window that you would like to **Upload** and then click “**Open**”.+
  
-{{:​public:​gorev:​step_22_select_and_open_file_for_upload_in_new_visit.png?800|}}+To begin **Uploading** a **File** to the Patient'​s Account, please click on the **"​Browse"​** button in this area
  
-====== 23 : Locating ​the Selected ​Patient File ====== +{{:​public:​gorev:​step_13_part_2_upload_files_new_visit_browse.png?​950|}} 
-After completing ​the **Upload** process, the corresponding ​**Patient File** ​will be present ​in the **Pending Uploads** section of the **File Management** area+==== Selecting ​the Patient File to Upload ​==== 
 +Once the **File Browser** appears on your screenplease click on the **Patient File** in this window that you would like to **Upload** and then click “**Open**.
  
-{{:​public:​gorev:​step_23_patient_file_present_in_pending_uploads.png?800|}}+{{:​public:​gorev:​step_13_part_3_select_the_necessary_patient_file.png?950|}} 
 +==== Locating the Selected Patient File ==== 
 +After completing the **Upload** process, the corresponding **Patient File** will be present in the **"​Pending Uploads"​** section of the **Upload Files** area. 
  
-====== 24 Removing a Patient File from the Pending Uploads List ====== +{{:public:​gorev:​step_13_part_4_new_visit_uploaded_file_present.png?950|}}
-Now, if there is a **Patient File** present in the **Pending Uploads** section of the **File Management** area that you do not wish to **Upload** to the **Patient’s Account** at this time, please begin the **File Removal** process by clicking on the corresponding **Patient File** on your screen. After selecting the appropriate **Patient File**, please click on the “**Remove**” button in this area to complete the **Removal** process.+
  
-{{:​public:​gorev:​step_24_remove_file_in_new_visit_file_management.png?800|}}+If you would like to **Upload** additional **Files** to the Patient'​s Account, please complete the above process for each **File** that you require
  
-====== 25 : Utilizing ​the "​Browse Multiple Files" Button ====== +==== Removing a Patient File from the Pending Uploads List ==== 
-Lastly, in the event that you would like to **Upload** multiple ​**Patient Files** simultaneously,​ first, begin by clicking on the **Browse Multiple Files**” button in the **File Management** area+**Note:** In the event that you need to remove a **Patient File** from the **Pending Uploads** listplease ​begin by selecting ​the appropriate ​**Patient File** from the list
  
-{{:​public:​gorev:​step_25_browse_multiple_files_button.png?800|}}+{{:​public:​gorev:​step_13_part_5_new_visit_remove_uploaded_file.png?950|}}
  
 +Then, click on the **"​Remove"​** button present in the **Upload Files** area to complete the removal process.
  
-====== 26 Uploading Multiple Patient Files Simultaneously ====== +{{:public:​gorev:​step_13_part_6_new_visit_remove_button.png?950|}}
-At this point, the “Multi-Document Upload” window will appear on your device. To continue, please use the process described earlier in this tutorial to select and categorize the **Patient Files** that you would like to **Upload** at this time. Once you are satisfied with the **Patient Files** to be **Uploaded**,​ please click on the “**Finish**” button present in the “Multi-Document Upload” toolbar+
  
-{{:​public:​gorev:​step_26_finish_button.png?800|}}+If you need to remove additional **Patient Files** from the list, please repeat the above process for each **Patient File** that you require
  
 ======= Additional Resources ====== ======= Additional Resources ======
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