SutureHealth allows document tracking for users via the TRACK page. Once a document has been sent, signed or rejected, users are able to view and follow up on the document's history and status.
See below for Steps, Tips , Terms, and Related Articles
BENEFITS
- Saves time for yourself and co-workers
- Easily navigate pending ,signed, and rejected orders
- View document history and status
STEPS
- Once you login you will see the SEND and TRACK buttons at the top of the page
- From the TRACK page, Senders will see 3 drop down menu fields labeled View - Status - Filed_
- Signers will see 2 drop down menu fields labeled Status and Filed
- Senders will also see 7 buttons labeled as:
- "Download" - Download the selected documents.
- "Mark as Filed" - Mark the document filed.
- "Export List" -Export the selected documents into shapefile format.
- "Resend" - Resend selected document to signer
- "Retract" - Retract the selected documents from the signer
- "Archive" - Save selected documents to the archive and remove them from current view
- "Clear Filters" - resets inbox filters
- Signers will also see 5 buttons labeled as:
- “Download" - Download the selected documents.
- "Mark as Filed" - Mark the document filed.
- "Export List" -Export the selected documents into Excel format.
- "Resend" - Resend selected document to signer
- "Clear Filters" - resets inbox filters
TIPS - Senders
- TIP: Viewing Status of Documents - Locate the “clock icon” on the left side of the order entry on your track page to view the current status of your document. You can see if anyone on the signer side has viewed and/or approved the document.
- TIP: Viewing Documents Older than a Year - Click on ‘Include Documents Older Than 1 Year’ located to the right side of your TRACK page.
- TIP: Viewing Rejection Reason - Use the scroll bar to view the column labeled “REJECTION REASON ” Click on the word ''more'' typed in blue text to expand the rejection reason entry. This will display additional information about the rejection and provide the signer's office contact information. You can also click to open the document and scroll down to the additional last page to view the rejection reason
- TIP: Searching by Document ID - locate the column labeled Doc ID search box by scrolling to the far right side of your screen. Move your cursor and click inside the rectangular textbox and type the Doc Id number. Once the Doc appears in a drop down list click on the text.
- TIP: Printing - locate the document(s) that you want to print. Click the checkbox to the left of the document’s row and click the "Download" button. The document will download to your computer , Open the document. At the top of the screen you will see a picture of a printer. Click on the printer icon to print
- TIP: Viewing Retracting Documents - locate the document that you want to remove. Click the checkbox to the left of the document’s row and click the "Retract" button. This will pull the document out of the physician's inbox, mark the document as "retracted", and move it to your Archive folder.
- You can always view this document and resend by changing your view from Sent to Archive in the top left corner
- TIP: Re-sending Documents - locate the document(s) that you wish to resend. Click the white square checkbox to the left of the document’s row and select the "Resend" button.
- This will send the document back the physician's inbox
- Note: Only rejected or retracted documents can be resent
TIPS - Signers
- TIP: Changing Document Type- Signers can change the document type if the sender selected the wrong type, but it will not affect the sender’s view of the document. It will also display the pre- and -post document types on the document audit trail. Locate the document that you want to edit. Click the pencil icon to the right of the document name to change document type.
DocumentID
SutureHealth assigns a unique DocumentID to every document sent. This DocumentID can be found in multiple places:
- On the far right column on the document’s row on the TRACK page
- On the top/header of the History pop-up window
- On the lower left corner of the document’s PDF file
Terms Used In Article
Signers: The Signing party who completes transactions; Signs orders via SutureHealth
Senders: The sending party who Initiates transactions. Sends documents via SutureHealth
DocID: SutureHealth assigns a unique DocumentID to every document sent. This DocumentID can be found in multiple places:
- On the far right column on the document’s row on the TRACK page
- On the top/header of the History pop-up window
- On the lower left corner of the document’s PDF file
