Switching on Autofiling

The Autofiling tab enables the automatic filing of specific messages into the patient records without manual intervention.

Important - Be aware, if your patients have online access to their medical record, they may be able to view automatically filed information before it is reviewed by a clinician.

To switch on automatic filing:

  1. From Mail Manager , select Tools - Options.
  2. Select the tab you require:
    • Pathology - To switch autofiling for pathology results, see Pathology Tab for details.
    • Autofiling - To switch autofiling on for other message types.
      Remember - You can forward MIG, SCI Gateway Advice and Discharge attachments to Docman see Attachment Forward . You cannot autofile these messages if you select this option.
  3. Tick the message type(s) that you want to file automatically.
  4. Select OK.

In order to file automatically a message must:

  • Match an active patient (be assigned), and
  • Match a GP (be allocated)
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.