Create New Document

Updated 1 year ago by Steven Garand

Only word files, and spread sheets can be directly created in the browser. All other documents must be created in an appropriate separate application, then uploaded.
Do not create a new LMN document using this option, instead use the Create New LMN action.
Make sure to click on File then Save As after creating the document.

Options

  1. Show For: Specifies the patient folder containing all orders for the related patient or only the open order subfolder for the patient
    1. Patient: Use this option when working with documents for the patient, regardless of a particular order - Can access documents in the patient folder as well as in all order sub folders folders for the patient
    2. Order: Use this option when working with documents specific to the open order - Can only access documents for the current open order
  2. Edit/New File: Create a new file - The file type is based on the drop down list value - Click on 'File, Save As' and set file name to to save changes after creating a new file
    1. Word: Opens a Microsoft Word style editor in the browser - Default folder depends on the 'Show For' setting (see above) - Use the File menu item then the Save As item after creating the new document
    2. Spread Sheet: Opens a Microsoft Excel style editor in the browser - Default folder depends on the 'Show For' setting (see above) - Use the File menu item then the Save As item after creating the new document

Actions

  1. Create A New Document: Set the appropriate 'Show For' option (see above), set the desired 'Edit/New File' option to 'Word' or 'Spread Sheet', then click the 'pencil' icon button - Do not create a new LMN document using this option, instead use the Create New LMN action


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