Person Center — Documents Tab

athenahealth Population Health

Use the Person Center Documents tab to view files and documents related to a patient's care.

 

On the Main Menu, enter the patient's name, patient ID, or member ID (insurance number) in the Search Bar. Under NETWORK PATIENTS, select the data type and then click the search icon. Matching patients are listed under the Patients tab. Click the patient name to expand the selection, and then click the patient name in large text to display the patient's Person Center. Click the Documents tab on the left side

 

 

 

Your organization must use athenahealth Population Health, and you must have one of the following roles to view documents:

  • Care Manager
  • Care user
  • Internal user
  • QA test role

 

 

Documents uploaded via timeline events appear on this Documents tab. You can upload patient-related documents from outside sources, such as consent forms, vaccination forms, health history forms, and applications for long-term care or benefits, in a variety of formats.

 

  • .rtf
  • .pdf
  • .doc
  • .docx
  • .txt
  • .xls
  • .xlsx
  • .jpeg
  • .jpg
  • .png
  • .mht
  • .html
  • .tif
  • .tiff
  • .msg
  • .zip

 

Click the Documents tab to show uploaded test results and other documentation. To open or download a document, click the item of interest.

 

You cannot replace a document. Instead, upload the revised document and delete, or hide, the older version.

 

Note: There is a 10 MB file size limit for what can be stored on this tab.

 

 

 

  1. Display the Documents tab in the Person Center.
  2. Click the plus icon .
    The Upload document window appears.
  3. Type — Select the type of document to upload.
  4. Assigned to — Leave the uploading the document assigned to yourself or select another user.
    Note: If you select another user, completing the File field is not required.
  5. Summary — If desired, summarize the content of the file.
  6. File — Select a file to upload.
  7. Click Add.
    The file appears in the Documents tab, and an event is automatically added to the event timeline.

 

  1. Display the patient's Person Center Documents tab: On the Main Menu, enter the patient's name, patient ID, or member ID (insurance number) in the Search Bar. Under NETWORK PATIENTS, select the data type and then click the search icon. Matching patients are listed under the Patients tab. Click the patient name to expand the selection, and then click the patient name in large text to display the patient's Person Center. Click the Documents tab on the left side.
  2. Hover over the document you want to hide or delete.
    An X appears to the right of the document.
  3. Click the X to delete the document.
  4. Optionally,
    • View deleted documents by clicking DELETED at the top right of the tab.
    • Move a deleted document from DELETED to CURRENT by hovering over the document and clicking the curved arrow icon.

 

  1. Display the patient's Person Center Documents tab: On the Main Menu, enter the patient's name, patient ID, or member ID (insurance number) in the Search Bar. Under NETWORK PATIENTS, select the data type and then click the search icon. Matching patients are listed under the Patients tab. Click the patient name to expand the selection, and then click the patient name in large text to display the patient's Person Center. Click the Documents tab on the left side.
  2. Hover over the document you want to hide or delete.
    An X appears to the right of the document.
  3. Click the Documents tab.
  4. Click the document you want to display.

 

 

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