How Do I Find External Documents in a Patient's Case History?

You can find any PDF or or image files relevant to your patient’s medical record by accessing the Stored Documents tab in the patients Case History. This tab is found in the Clinical Module (Tx) in SMART.

Once you click on the Tx and search for a patient, you can click on the tab called “Stored Documents” and you will immediately see any file that has been imported to the patients file. The documents will be organized by date of import (most recent first).

• To find a document by it’s name simply click on the column called “Document Name” to alphabetically sort on that field.

• To find older documents on this tab, you may find it convenient to click on the “Date Saved” column to put the imports in order of oldest first

Note: that once you’ve sorted this table, you can’t re-sort it. To go back to the default view, you must close out of Tx and reopen the Stored Documents tab.