Process Document

1. Display the Process Document page: In the Clinical Inbox, select Type from the View by: menu at the top of the Inbox. Click the Unknown Documents row, and then click the faxed document to process.

Count the pages and define the boundary of the document

2. Verify that the number of pages shown at the top matches the number of pages that were faxed in this batch.
3. You can hover over a thumbnail to display the full-sized image in the Workspace.
4. To separate pages into discrete documents, click the first page of a document.
   If the document is more than one page, drag the cursor over the rest of the pages to include all pages. When you do, the orange brackets indicate the pages within the document, and a small gap appears between documents.

Identify the document

5. Department — Select the correct department for this document or document batch. This field defaults to the department that the fax was sent to. To change the department indicated, select another department from the Department menu.
6. Patient — Enter the patient.
   Note: If a patient is already selected but is in the wrong provider group, change the department for the document. This change clears the Patient field (if the patient is not in the department that you selected). After the Patient field is cleared, search for the patient again to find the correct patient record.

Classify the document

7. Class — Select an order-related document class (for example, Lab Result, Imaging Diagnostic Result, Consult Note).
8. Document Label — Click Select a document label to open the document label selector.
   Note: Unless you are a provider, you cannot close the document until the labeling is complete. Providers can close an underlabeled document, but athenaOne automatically sets the document to the PENDINGLABEL status and routes it to the provider or department staff row of the Clinical Inbox for labeling.
9. If the document you're adding is the result of an order made by your practice, select the order in the Recent orders section of the document label selector to apply that label to the result document.
10. If the document you're adding is not the result of an order made by your practice (for example, a courtesy copy of an imaging result), check the Frequently used document labels section of the document label selector to see whether one of the listed types applies to your document. Select one of the result types, if it applies.
    Note: This list includes the result types selected most frequently over the past 3 months for documents in your department of the same class as the current document.
11. If you do not find an appropriate label in the Frequently used document labels section of the document label selector, search the full list of result types using the search bar at the top of the selector and select a label for the document.
    Note: This search returns results from the list of recent orders, the list of frequently used result types, and the full list of result types.
12. If you cannot find an appropriate label after searching the full list of result types:
1. Click the Document label not listed link at the bottom of the selector.
   Note: To suggest additions to the global document label list, open a support case by selecting Support > Create Case or Call in the Main Menu.
2. Enter a description of the document in the Internal Note field.
3. Reroute the document, in a status other than CLOSED, to another staff member who can select a Document Label.

Enter additional information in the fields provided

13. Provider — This field defaults to the patient's usual provider as indicated in the patient Quickview. To modify the provider, select another provider from the Provider menu.
    Note: For barcoded order results, such as lab and imaging results, this field defaults to the ordering provider instead of the patient's usual provider. 
14. Date — This field should be used to enter the date associated with the document (Date of Service, Observation date, Appointment Date, etc.). If no date is entered, the date that the fax was received in athenaOne is displayed in the chart.

Select the next action for the document

15. Click view actions to display the action options.
    • Send to REVIEW — This option sends this document to the selected party's Clinical Inbox for review.
      • Provider.
      • Provider staff: If the provider has a staff bucket set up, this option sends the document to that bucket.
    • Close — This option files the document in the patient's chart without further review.
    • Default assignment (Follow practice setting) — This option follows the task assignment overrides set up by the practice to route documents to the appropriate party.
    • Delete — This option deletes the document without processing it.
    • Send to HOLD — This option sends the document to the document HOLD queue.
    • Leave in UNPROCESSED to — Click in the box to select a username. This option keeps the status as UNPROCESSED and assigns the document to the staff member entered in the field.

Save your work

16. Click Save and Next. This action saves the changes made to this document and displays the next unprocessed document.
    
    When you reach the end of the fax batch, the Save and Next button takes you to the next UNPROCESSED document task in the same Clinical Inbox work queue (column and row).
    
    After you process a document, a gray status bar appears across the document thumbnail. Unprocessed documents have a white status bar.

To successfully complete documentation for an order or prescription in a way that ties the document to a result in the patient chart, you must select one of these actions in the document:

• Order Submitted — Select the action you took to submit the document by other means (By paper Print-out, By Manual Fax, By Phone). When you submit orders this way, the order is moved to Submitted status.
  Note: Prescriptions submitted in this way are not queued for faxing or electronic submission.

• Failed Submission Attempt — Select a reason the submission attempt failed (Incorrect contact phone number or Other). The order remains in Submit status and cannot be tied to a result until it's resolved.
  Note: Prescriptions submitted in this way are not queued for faxing or electronic submission.
  

• Submit by Athena Fax — Click Submit by Athena Fax to automatically submit the order or prescription to the default clinical provider or to the manually entered fax number. The order moves to Submitted status. 
  Note: If you create a task assignment override, the order is routed to a staff member's queue for further action (for example, to check prior authorization requirements). The order remains in Submit status until the action is completed.

• Save — Click Save to close the order and move the order to the patient chart. The order moves to Submitted status and ties the order to the results when the results are received.

If the order is in the patient chart in Submitted status but is not tied to a result, you may need to reclassify the result or edit the Date of Service on the order.

If an order result is in Submit status but not tied to the order, it may mean that the order is waiting for additional actions to be taken by practice staff.

For documents in Submit, Review, Hold, Data Entry, Pending Labeling, or Unprocessed status.

1. Display the Process Document page: In the Clinical Inbox, select Type from the View by: menu at the top of the Inbox. Click the Unknown Documents row, and then click the faxed document to process.
2. Click View Actions, located at the bottom of the page.
   
3. Click Assign To and enter a username to reassign the task and change the document's status.
   Note: If you don't see this option, click More Actions.

OR

4. Click Leave in [Status] to and enter a username to keep the document status the same.
   Note: If you don't see this option, click More Actions.
5. Click Save.

For documents in Closed status

You must reopen a document in Closed status to assign it to another user.

1. Display the Process Document page: In the Clinical Inbox, select Type from the View by: menu at the top of the Inbox. Click the Unknown Documents row, and then click the faxed document to process.
2. Click View Actions, located at the bottom of the page.
3. Click Reopen and select Send to previous status/assigned or Send to review.
   Note: If you don't see this option, click More Actions.
4. Click Save.

1. Display the Process Document page: In the Clinical Inbox, select Type from the View by: menu at the top of the Inbox. Click the Unknown Documents row, and then click the faxed document to process.

Count the pages and define the boundary of the document

2. Verify that the number of pages shown at the top matches the number of pages that were faxed in this batch.

3. You can hover over a thumbnail to display the full-sized image in the Workspace.
4. To separate pages into discrete documents, click the first page of a document.
   If the document is more than one page, drag the cursor over the rest of the pages to include all pages. When you do, the orange brackets indicate the pages within the document, and a small gap appears between documents.

Identify the document

5. Department — Select the correct department for this document or document batch. This field defaults to the department that the fax was sent to. To change the department indicated, select another department from the Department menu.
6. Patient — Enter the patient.
   Note: If a patient is already selected but is in the wrong provider group, change the department for the document. This change clears the Patient field (if the patient is not in the department that you selected). After the Patient field is cleared, search for the patient again to find the correct patient record.

Classify the document

7. Class — Select a document class not related to an order (for example, Admin, Medical Record, Physician Auth).
8. Document Label — Click Select a document label to open the document label selector.
   Note: Unless you are a provider, you cannot close the document until the labeling is complete. Providers can close an underlabeled document, but athenaOne automatically sets the document to the PENDINGLABEL status and routes it to the provider or department staff row of the Clinical Inbox for labeling.
9. Check the Frequently used document labels section of the document label selector to see whether one of the listed labels applies to your document. Select one of the labels, if it applies.
   Note: This list includes the labels selected most frequently over the past 3 months for documents in your department of the same class as the current document.
10. If you do not find an appropriate label in the Frequently used document labels section of the document label selector, search the full list of labels using the search bar at the top of the selector, and select a label for the document.
    
11. If you cannot find an appropriate label after searching the full list of labels:
1. Click the Document label not listed link at the bottom of the selector.
   Note: To suggest additions to the global document label list, open a support case by selecting Support > Create Case or Call in the Main Menu.
2. Internal Note — Enter a description of the document in this field.

Enter additional information in the fields provided

12. Document Date — This field appears for Admin class documents only. The date that you enter in this field appears on the document in the patient chart. Using this field, you can record the date that the document was issued, instead of the date that the document was uploaded or created.
13. Provider — This field defaults to the patient's usual provider as indicated in the patient Quickview. To modify the provider, select another provider from the Provider menu.
    Note: For barcoded order results, such as lab and imaging results, this field defaults to the ordering provider instead of the patient's usual provider. 

Select the next action for the document

14. Click view actions to display the action options.
    • Send to REVIEW — This option sends this document to the selected party's Clinical Inbox for review.
      • Provider.
      • Provider staff: If the provider has a staff bucket set up, this option sends the document to that bucket.
    • Close — This option files the document in the patient's chart without further review.
    • Default assignment (Follow practice setting) — This option follows the task assignment overrides set up by the practice to route documents to the appropriate party.
    • Delete — This option deletes the document without processing it.
    • Send to HOLD — This option sends the document to the document HOLD queue.
    • Leave in UNPROCESSED to — Click in the box to select a username. This option keeps the status as UNPROCESSED and assigns the document to the staff member entered in the field.

Save your work

15. Click Save and Next. This action saves the changes made to this document and displays the next unprocessed document.
    
    When you reach the end of the fax batch, the Save and Next button takes you to the next UNPROCESSED document task in the same Clinical Inbox work queue (column and row).
    
    After you process a document, a gray status bar appears across the document thumbnail. Unprocessed documents have a white status bar.

1. In the Clinical Inbox, select Type from the View by: menu at the top of the Inbox. Click the Unknown Documents row, and then click the faxed document to process.
2. From the Process Document page, define the document boundary as you normally would.
3. Click the Enter Barcode ID link located above the Patient Name field.
4. Locate the serial number on the barcode (a series of digits, followed by a letter, followed by your practice ID number) and enter that full value into the Barcode ID field.
5. Click Go to populate all the relevant information into the data entry fields, including document classification, patient ID, and any associated document-specific information (DOS, clinical provider, provider).
6. Select the appropriate document action, then click Save.
   You can also click Save and Next to move the document through the workflow.
7. To cancel entry of the barcode ID and revert to the main data entry fields, click Cancel.

Action note — You can add an action note to documents by entering text in the Action note field. (For long notes, you can press Return to separate lines of text.) The most recent action note appears directly below your document actions.

 

Action History — You can click the Action History link to display the full action history with notes for the document.

 

Audit History — You can click the Audit History link to display information about the history of this document content.

Follow these steps if you discover a boundary error on a multi-page document in the Clinical Inbox.

1. From the document task, scroll down to the bottom of the document image.
2. Click the Process Document link below the document image to display the Process Document page. Thumbnails of all of the pages that were faxed with this document are displayed horizontally across the top of the screen.
   Note: The Process Document link is available only for faxed documents or uploaded documents that have a file type of .pdf or .tiff.
3. To change the boundaries of a document, or to split or join documents, use the click and drag technique to redefine the document boundaries.
   
4. To combine two documents, click and drag the orange brackets to cover the neighboring document. This action deletes the data associated with the newly included pages and attaches the new pages to the current document (the one with the orange brackets).
   
5. To split a document, click and drag the orange brackets to select a new page range to remove unwanted pages from the current document. This action creates a new document in UNPROCESSED status, which contains the pages you removed from the current document (the one with the orange brackets).
6. Ensure that the correct data is saved in the data fields provided for each document.
7. Click Save.
   

1. From the document task, scroll down to the bottom of the document image.
2. Click the Process Document link below the document image to display the Process Document page.
   Thumbnails of all the pages that were uploaded with this document are displayed horizontally across the top of the screen.
   Note: The Process Document link is available only for faxed documents or uploaded documents that have a file type of .pdf or .tiff.
3. To change the boundaries of a document, or to split or join documents, click and drag the thumbnail images of the document to redefine the document boundaries.
4. To split a document, click and drag the orange brackets to select a new page range to remove unwanted pages from the current document. This creates a new document in UNPROCESSED status, which contains the pages you removed from the current document (the one with the orange brackets).
5. Ensure that the correct data is saved in the data fields provided for each document.
6. Select the next action for the document. The default selection varies according to Class and task assignment overrides. You have the following options:
• Send to REVIEW — This option sends this document to the selected party's Clinical Inbox for review.
• Provider.
• Provider staff: If the provider has a staff bucket set up, this option sends the document to that bucket.
• Close — This option files the document in the patient's chart without further review.
• Default assignment (Follow practice setting) — This option follows the task assignment overrides set up by the practice to route documents to the appropriate party.
• Delete — This option deletes the document without processing it.
• Send to HOLD — This option sends the document to the document HOLD queue.
• Leave in UNPROCESSED to — Click in the box to select a username. This option keeps the status unchanged (that is, UNPROCESSED) and assigns the document to the staff member entered in the field.
7. Click Save and Next. This action saves the changes made to this document and displays the next unprocessed document.
   Note: When you reach the end of the document, the Save and Next button takes you to the next UNPROCESSED document task in the same Clinical Inbox work queue (column and row).
   Note: After you process a document, a gray status bar appears across the document thumbnail. Unprocessed documents have a white status bar.
8. On the unprocessed document that was created when you split the documents, you will have the same options that are listed in step 6.
9. Select Delete.
10. Click Save.

You can rearrange the order of pages in a faxed document in athenaOne if the document is in REVIEW status.

1. From the document task, scroll down to the bottom of the document image.
   Note: The document must be in REVIEW status.
   
2. Click the Reorganize Fax Pages link below the document image to display the Reorganize Fax Pages of Document # page.
3. Reorder at page — Select the page number where you want to place the page you are moving. For example, to move Page 7 so that it will be Page 3, select 3 from the Reorder at page menu.
4. Scroll down to the bottom of the page that you want to move and select it. For example, to move Page 7 so that it will be Page 3, select Page 7.
5. Scroll down to the bottom of the last page in the document and click the Reorganize button.

1. Click the faxed result document in the Clinical Inbox to display the document view.
2. Click Process Document at the bottom of the faxed image to display the Process Document page.
   Note: The Process Document link is available only for faxed documents or uploaded documents that have a file type of .pdf or .tiff.
3. On the Process Document page, click add result (under the Internal Note field).
   The Document Label field appears.
4. Search for and select a label for the document.
5. To add another label, click add result again.
   An additional Document Label field appears.
6. After you finish adding labels to the document, click view actions at the bottom of the page.
7. Select an action and click Save.
8. To review your changes, click document view at the top of the page.
   Tip: You can return to the Process Document page to modify the labels or other information.

To prevent a null Fax Number field, you can use the Suggest a Clinical Provider page to add a facility to the Global or Local Provider table for future selection during document processing.

1. The physical/occupational therapist creates a care plan document.
2. The physician should take these actions:
   1. Approve the letter in the patient encounter
      Note: See Letters Section for more information.
   2. Select Print > Save as PDF to a desktop folder.
      Note: Make sure to delete the saved PDF after the process is complete.
   3. Mark the letter as Order Submitted by paper Print Out.
   4. In the patient chart, click the Menu icon and select Add document.
   5. Upload the PDF version of the care plan that the therapist previously saved.
   6. Class — Select Physician Authorization.
   7. Sub Class — Select Physical Therapy or Occupational Therapy.
   8. Click Leave in REVIEW to and select the name of the provider.
   9. In the Clinical Inbox, open the order from the Orders/Rxs/Auths column.
   10. In the open care plan order, use the annotate with tool or annotate with pen feature to apply the physician signature.
   11. Click Save.
   12. Click Leave in REVIEW to and select the name of the provider.
   13. Click Save.
3. In the Clinical Inbox, the physical/occupational therapist reviews and acknowledges the care plan document.

Patients can send secure messages with attachments to their providers using the Patient Portal. When a patient sends a message from the Patient Portal, the message and any attachments appear in athenaOne as a patient case. These patient cases are routed to the Clinical Inbox (Patient Cases column and PORTAL row) and to the patient chart (Visits tab).

Note: For more information, see To view secure message attachments sent by patients from the Patient Portal.

You use the Process Document page to save the attachments that patients send from the Patient Portal to the patient's chart.

Note: If a patient attaches more than one document to a message, you must add each attachment one at a time to the chart.

1. In the Attachments section of the patient case, click Add to Chart.
   
   The document appears in DATAENTRY status on the Process Document page.

Identify the document

2. Department — This field defaults to the department that the Patient Portal message was sent to, but you can select another department from the menu.
3. Patient — The patient whose chart you are adding the attachment to.

Classify the document

4. Class — Select a document classification (for example, Clinical Document or Admin - Signed Forms & Letters).
   Note: See Document Classifications for more information about document types and document processing.
5. Document Label — Click Select a document label to open the document label selector and select a document label.
6. If you cannot find an appropriate label after searching the full list of labels:
1. Click the Document label not listed link at the bottom of the selector.
   Note: To suggest additions to the global document label list, open a support case by selecting Support > Create Case or Call in the Main Menu.
2. Internal Note — Enter a description of the document in this field.

Save the attachment to the chart

7. Select the Data Entry Completed option.
8. Click Save and Back to return to the patient case.
   The Add to Chart link is replaced with the text "Added to Chart."
   
   

If you don't save the attachment on the Process Document page

1. If you leave the Process Document page before you save the document, you can find the partially processed document in the Other documents section of the Find tab in the patient chart.
   
   

2. Click Other documents to display them.
3. Click Unknown.
4. Click the document under Unknown to open it (the date that the document was added to the patient chart is shown).
5. Complete the processing of the attachment document on the the Process Document page and save the document.

To process a document means to classify the faxed document according to document class (or subclass) and to record information that identifies the document, such as document class and patient, in athenaOne. The document may also require additional data entry, specific to the document class or subclass.

With multi-page faxes, processing a document may also require defining the page boundaries of the document because one multi-page fax may contain more than one document.

Although most documents related to your clinical workflow are processed by athenahealth, some paper documents in your office will still need to be sent to your Clinical Inbox. Your practice should fax these documents to athenahealth so that they can be processed in athenaOne.

Processing the documents that you fax to athenahealth requires your knowledge and expertise. From the Process Document page, you can enter the identifying information — efficiently and effectively — directly into athenaOne. This process gives your practice more control over the documents generated and handled within your office.

For example, you can process documents that patients bring into the office at the front desk during check-in and attach the information to the correct patient and to the section of the patient chart that you choose.

When your practice faxes a document from one department to another department within your practice, athenaOne adds an interdepartmental fax cover sheet with your practice barcode to route the document to the UNPROCESSED queue.

Documents faxed between departments at the same organization are processed by athenahealth.

Documents are routed to departments based on the fax number used to fax the document into athenaOne. If a document is processed and sent to the wrong department, the cause is often the fax number that was used. To send the document to the correct department, you must fax the document again using the correct athenaFax number.

Some documents fail submission and remain in Hold or Submit status on the Faxes/Scans Dashboard.

Common reasons documents fail submissions:

• The receiving organization's fax system is experiencing issues
• The receiving organization is not available to validate information
• The receiving organization's fax number is disconnected or invalid
• Interface or Surescripts is experiencing issues
• Invalid clinical provider entered in the document
• Incorrect fax number entered in the document

To view the status of outbound faxes

1. Display the Faxes/Scans Dashboard: On the Main Menu, click Patients. Under RESOURCES, click Faxes/Scans Dashboard.
2. In the Submit row, click a number in any column to view pending outbound faxes.
3. A table appears below the dashboard that displays the status, patient, provider, and description associated with each document.

To avoid faxing errors

 

Selecting a Clinical Provider from the clinical provider table (instead of entering a fax number in the Fax Number field) reduces the chance of failed fax submissions.

• If a document is missing both a clinical provider and a fax number, athenaOne will not send the outbound document.
• If a document has both a clinical provider and a fax number, athenaOne sends the document to the fax number entered.
  Note: You should enter a fax number only on documents that do not have a Clinical Provider selected. The Fax Number field should be used for temporary fax numbers or for a non-covered entity. The field should not be used for medical facilities. Typos and phone number entry errors in the Fax Number field are the most common issues that delay outbound faxing.

To view additional document information

 

Patient demographics, clinical provider, and some other fields are not immediately visible from review status, but can be viewed and edited by following these steps:

1. Scroll to the bottom of the document image.
2. Click Edit Document.
3. Click Show additional information.
   Clinical Provider and Fax Number appear to the right of the Pharmacy field.
   • If a Clinical Provider is selected, verify that the entry is correct and clear, or edit as needed.
   • If a Clinical Provider is not available in the Clinical Provider table, Suggest a New Clinical Provider or manually enter a verified Fax Number.

When you send a fax to athenahealth, the faxed pages appear in the Clinical Inbox as a single document, in the Unknown Documents category.

For more efficient document processing, you can create task assignment overrides so that unprocessed document tasks are automatically assigned to the appropriate staff member's Clinical Inbox instead of to the PRACTICE user.

The Result Status field for faxed and uploaded lab results is required for all practices that use athenaClinicals. When you classify an "unknown" document as a lab result, and when you review or enter data from a lab result that does not have a result status selected, you must select an option from the Result Status menu.

Note: Lab results marked as Final appear on the Patient Portal and count towards quality program measures for patient access to health information.

When you process an "unknown" document and classify the document as a prescription, you must enter a drug name in the Drug Name field on the Process Document page.

If you do not enter a drug name, an error message alerts you that you must enter either a drug name or "Unknown." The latter value effectively allows you to bypass entering a value in cases where the drug name is illegible or unreadable on the document.

If you are participating in quality programs, this action helps your progress toward satisfying the e-prescribing requirements. Faxed and imported documents that you erroneously classify as prescriptions hinder progress, because they do not count toward the e-prescribing measure.

The high-resolution imaging requirements state that a certain percentage of all imaging results must contain an actual image. For example, a textual description of an X-ray result does not meet the measure requirement, but a picture of a fractured bone does.

The Add Document page provides a way to differentiate between the two and thereby receive credit for storing actual high-resolution images in athenaOne. If the actual image is stored in an external system, your practice still receives credit for the measure as long as you supply a link on the document that points to the actual image.

When you upload a patient's imaging results, you can indicate that the document contains an actual image.

For imaging results that have actual images stored in an external system, you can add a hyperlink (URL) to the images in the patient's imaging results. This link allows you to access the external images when you are reviewing the results.

When you use either feature, you receive numerator credit for the quality measure because both features support the intent of the measure, namely, to ensure that your EMR provides you with a launching point for viewing images.

Setup for high-resolution image feature

 

The high-resolution image feature is available only if your practice uses athenaClinicals and is enrolled in certain quality programs. You may need to contact the CSC by selecting Support > Create Case or Call in the Main Menu if this feature is not enabled for your practice.

 

To upload a document and indicate that it contains a high-resolution image

1. Display the Add Document page: In the patient chart, click the Menu icon and select Add document.

2. Document class — Select Imaging/Diagnostic Result or Encounter Document - Image Documentation.
3. Click Select File to search for and select the file to upload.
4. Click Add Document to upload the file.
   The document appears in DATAENTRY status on the Process Document page.
5. Images — Select Yes. Depending on the format of the document that you are uploading, athenaOne may automatically select Yes for you.
6. Enter information in any, or none, of the available fields.
7. After you enter the data, select an option under the Actions heading.
• To place the document in REVIEW status, select the Data Entry Completed option.
• To cancel the upload entirely, select the Delete option.
• To leave the document in DATAENTRY status and assign it to another user in the practice, select the Leave in DATAENTRY option and then select the username of the person who will enter the requested information.
8. Click Save.

To supply a patient-specific URL for viewing the image file for a patient's test result

1. Open the inbound Imaging/Diagnostic result using the Process Document page.
2. Imaging Result — Enter or paste the URL to the image in this field, or click Choose File, locate the actual file, and select it.
   Note: If you received the imaging result via interface, a PACS (Picture Archiving and Communication System) link to the result appears in place of the Imaging Result field. You will receive quality program numerator credit automatically for imaging results received in this manner.
3. Click Save.

You can search for athenaOne users you want assign the document task to with the flexible search features. You can search by various keywords, such as "firstname,lastname" (with or without a comma) or specialty.

You can hover over a recipient in the search field to see more details about the recipient's specialty, position, and practice role, if applicable.

Search categories

You current selection is indicated by a checkmark.

• FREQUENT RECIPIENTS — Appears after you have reassigned enough documents for athenaOne to create a history.
  • Recipients are listed by frequency of use.
  • The most frequent recipient is already highlighted at the top. You can press the Enter key to select the recipient again.
• ALL USERS — If you see this group, your system administrator has enabled this setting on the User Preferences page: "Show all users when assigning encounters." (This is not the default configuration.)
  
• PRACTICE ROLES — If you see this group, your system administrator has enabled this setting on the User Preferences page: "Show all users when assigning encounters." (This is not the default configuration.)
  • If the practice role was automatically created by athenaOne, the same details appear as they would for a provider.
  • If the practice role was manually created by your organization, only the name of the practice role appears in the results, in boldface type.

Troubleshooting the document assignment search

For the document assignment field to load user information properly, the athena CDN data center must have a Connectivity Status of OK. If the Connectivity Status is NOT OK, the previous version of the field loads instead. The search still works, but only the username, first name, and last name appear for each result.

You can see your athena CDN connectivity status on the Test Datacenter Connectivity page.