User Guide — Annotation for Documents

athenaClinicals

athenaOne for Hospitals & Health Systems    

athenaClinicals provides annotation tools which help reduce your documentation time.

Note: With athenaOne for Hospitals, outpatient departments have access to the annotation tools, but inpatient departments do not.

Supported Browsers

 

Operating System Chrome Safari MS Edge IE 11
Windows PCS & Tablets Windows 8.1, 10

Supported
(Recommended)

Not Supported

 Versions 79 and higher Not Supported, as of Spring '21 release
Mac
macOS		 Supported
(Recommended)		 Supported Not Supported Not Supported
iPads
iPadOS		 Not Supported Limited Not Supported Not Supported
Android Phones & Tablets Not Supported Not Supported Not Supported Not Supported

 

For a detailed information on the supported browser matrix, please refer to Overview: athenaNet Technical Requirements.

 

The annotation toolbar appears at the top of documents.

You can access the chart options without having to leave the annotation screen, for example in a Physician Authorization and Prescription type document.

 

Click the annotate link on any document in "REVIEW" and "HOLD" status. The document must be one of these file types:

 

  • PDF
  • TIF
  • DCM

 

     
Name Description Actions
Sign

These signature tools only appear if you have:

  • Order Sign-off permissions
  • A signature configured in athenaOne. 

 

Note

  • To meet Medicare DME documentation requirements, add your signature and the signature timestamp.
  • The signature and the text beneath it are not grouped together; they're separate boxes.
  • A double headed arrow appears when you place your cursor over the edges of the box. Drag it to resize the height and width of the text.
  • Click the crossed arrows icon to move the tool. Click the left mouse button to select the annotation, and then drag it to the desired location.
  • Click the remove icon to delete.

Sign & Date


E-sign info

These signature tools only appear if you have:

  • Order Sign-off permissions
  • A signature configured in athenaOne. 

 

Note

  • To meet Medicare DME documentation requirements, add your signature and the signature timestamp.
  • The signature and the text beneath it are not grouped together; they're separate boxes.
  • A double headed arrow appears when you place your cursor over the edges of the box. Drag it to resize the height and width of the text.
  • Click the crossed arrows icon to move the tool. Click the left mouse button to select the annotation, and then drag it to the desired location.
  • Click the remove icon to delete.
Date

This tool adds your current day's date to the document. You can also edit the date manually or select from a calendar window.
  • Click the resize options to increase or decrease font size.
  • Click the crossed arrows icon to move the tool. Click the left mouse button to select the annotation, and then drag it to the desired location.
  • Click the remove icon to delete.
Text This tool brings up a text box where you can manually type text.
  • A double headed arrow appears when you place your cursor over the edges of the box. Drag it to resize the height and width of the text
  • Click the resize options to increase or decrease font size.
  • Click the crossed arrows icon to move the tool. Click the left mouse button to select the annotation, and then drag it to the desired location.
  • Click the remove icon to delete.
X-Mark This tool adds an X mark to the document
  • Click the crossed arrows icon to move the tool. Click the left mouse button to select the annotation, and then drag it to the desired location.
  • Click the remove icon to delete.
Box This tool lets you draw a box on the document.
  • A double headed arrow appears when you place your cursor over the edges of the box. Drag it to resize the height and width of the text
  • Click the crossed arrows icon to move the tool. Click the left mouse button to select the annotation, and then drag it to the desired location.
  • Click the remove icon to delete.
Line This tool lets you draw a line on the document.
  • A double headed arrow appears when you place your cursor over the edges of the box. Drag it to increase or decrease the length of the line .
  • Click the crossed arrows icon to move the tool. Click the left mouse button to select the annotation, and then drag it to the desired location.
  • Click the remove icon to delete.
Check This tool adds a checkmark to the document .
  • Click the crossed arrows icon to move the tool. Click the left mouse button to select the annotation, and then drag it to the desired location.
  • Click the remove icon to delete.
Drawing This tool lets you manually draw on the page. You're not confined to a single type (like lines or boxes).
  • Click the hand icon to select the draw tool.
  • Click the crossed arrows icon to move the tool. Click the left mouse button to select the annotation, and then drag it to the desired location.
  • Click the remove icon to delete.
Erase This tool lets you erase something that has been drawn and is only available when the Draw tool is selected.

Click the erase icon that appears next to Draw option, to delete what was drawn on the document.

 

 

Note: You screen may appear differently with a resolution above or below 1280 in these workflows:

  • Saving annotations
  • Faxing documents
  • Assigning documents for review.

 

Screen resolution below 1280

  1. Click the drop down arrow next to Save & Next for selecting the appropriate options.



  2. Click Save & Back to save the document and return to the original document.
  3. Click Save & Next to save the document and move to the next document in the list.

Screen resolution above 1280

 

 

Screen resolution below 1280

  1. Click the drop down arrow next to Fax&Next for selecting the appropriate options.





  2. Click Fax & Back to fax the document and return to the original document.
  3. Click Fax & Next to fax the document and move to the next document in the list.



    Screen resolution above 1280

 

 

Screen resolution below 1280

  1. Select the Assign to option.

  2. Type the practice user name to select them as assignee.
  3. Action note - you can enter any additional information or any action to be taken on the document.
  4. Click Assign & Back to assign the document to the practice user for review and return to the original document.

  5. Click Assign & Next to assign the document to the practice user for review and move to the next document in the list.



    Note: Check the Pin to Top box to display the Action Note and time stamp at the top of the document, in red font, where they are clearly visible without scrolling down.

 

The Annotation History option is only available when you have at least one annotation in the document.

  1. Click Annotation History.

  2. Click the date in the Created on column to view the previously annotated version of the document.



  3. Click the View Latest version option from the pop-up window to view or edit the latest version of the document.

 

 

 

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