Indexing and Manual Exporting a document after Indexing Tip Sheet

From the Home page in Tracker-New Inbound Items worklist-select a transaction to index.

Under the Indexing area, type in the patients last name and first name from the faxed document and Click "Search".

This will bring up a list of patients with that name and encounters to select.

Select the patient that matches with the correct Epic, Cerner, Meditech-CSN, FIN, or Encounter number that corresponds to the faxed document by clicking "Select Patient".

Select the "Document type" dropdown to match what the document you are indexing. In this example we chose "Labs".

Scroll up and select "Patients" and choose "Save Patient".

This will save the indexing for this transaction in the New Inbound Items Worklist.

Click "Export" .

Click "Selected Patients" in the drop down.

Click the box next to the patient name you are wanting to export this document to your EMR.

Click "Export " and the document will start the exporting process to your EMR.

Now select the transaction that you indexed in the New Inbound Items Worklist.

Click the quick button "Clear from List" to clear the transaction from the New Inbound Item worklist and store it. If you did not set up your quick buttons under " Setup", you can select "Actions" and then select "Clear from List" in that dropdown.

Click "Ok" on the Clear from List pop up. This will then clear the transaction from the worklist and store it.