Electronic Files Center - Outbound Tab

This tab displays all the Documents that have been sent or are to be sent (generated) for the practice, regardless of who the Reviewer or current User is.

The User can also preview, delete, mark as reviewed, send and re-send Documents from the Outbound tab.

Final Outbound Documents Element

The Final Outbound Documents Element on the Final Findings page:

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Show Filter Options

  1. Click to display the eFiles Filter popup.


  1. In the Filter By tab, select the criteria by which you wish to filter the Documents.

    Note: Patient Last Name and Patient First Name are view-only.

  2. Click the OK button to filter the list. The popup closes and those Documents that match the selected criteria display.

    Note: Although those Documents that do not match the criteria do not display, they have not been deleted from MaximEyes SQL.

  3. Click the Clear button to clear all selected criteria.
  4. Click the Cancel button to close the popup without filtering the Documents.

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Document Grid

Item Description
Document
Create Date 		Date the Document was created. By default, Documents display sorted in ascending chronological order.

Document Name of the Outbound Document displayed in the following format: Document Template Name (Document Type: Category)

Recipients Name and Type of Recipient (patient, etc.).
  • Click the Display icon to display details of the Recipient(s) Name(s) and Document Send Method.
  • To Delete a Recipient, click the Delete icon in the Recipient row.
  • To close the details popup, click the Display icon again.
Needs Review? Yes or No (as specified by the Document Template for this Document).

Note: A Document marked Yes cannot be sent until it is reviewed.

Reviewed? A check mark displays when the Document has been reviewed.

Status Not Sent, Success, Failed or Some Failed.
  • Click the Display icon to display details of each Recipient and Method Status.
  • To close the details popup, click the Display icon again.
Send   Click to send the Document to the Recipient(s).

Note: If a Document has already been sent, a warning displays, indicating the Document has already been sent. Click Yes to confirm the resend.

Delete   Click to Delete the Document.

Note: Only Documents with a Status of Not Sent can be deleted.

Preview   Click to display a view-only preview of the Document.

Note: Only Documents that have not been sent can be previewed.

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