Patient list and document approval guide

Effortlessly Manage Patient Lists and Document Approvals in i-scribe

i-scribe Patient List and Document Approval Guide

Accessing the Patient List

• The Patient List is located on the left-hand side of the i-scribe interface.
  
• • When expanded, the list is fully visible.
  • When the menu bar is collapsed, the list is minimised but accessible.
• How to View Patients:
  
• • Click on the Patient List to see the patients scheduled for today's consults.
  • Use the arrows to navigate between days or select a specific date via the Date Picker.

Secretarial Access

• If you have secretarial access, you’ll see additional details:
• • Document names are displayed below patient names.
  • Approved documents are marked with a checkmark.

Managing Unapproved Documents

• i-scribe allows you to filter and review unapproved documents conveniently:
  
• • Viewing Today’s Unapproved Documents:
    
  • • Click the Unapproved filter to display unapproved documents from today’s consults.
  • Viewing All Unapproved Documents:
    
  • • Use the toggle at the top to expand the filter to all unapproved documents in your account.
• This feature is particularly useful for identifying consults that have generated documents but have not been reviewed or approved.
  

Approving or Removing Documents

• Approving Documents:
  
• • Select the relevant patient from the list (e.g., "Bob").
  • Click Approve on each unapproved document. Once approved, the document will no longer appear in the unapproved filter.
• Removing Documents:
  
• • If a document is unnecessary, click the Cross (X) icon to remove it.
  • Removed documents will not appear in the patient list filter.