Generate Documents

As part of the surgery process, you create documents using a Generate Docs button.

Note: You cannot access the Patients module and some axiUm functions are blocked while Microsoft Word is open. You can still access modules that do not require patients to open them, such as the Scheduler module.

Once a document has been added, it is automatically saved to the patient’s file and is accessible in the Attachments/Consents module in the applicable section/sub-tab.

To generate a document:

1. Select a patient and open the EHR module > Case Management tab.
2. Select a case and an appointment and click the Anesthetics/Vitals tab.

Tip: If the tab does not display, right-click the appointment and select Enable Anesthetics/Vitals tab.

3. Click Generate Docs to display the Generate Case Documents window.

Note: The Generate Docs button is only enabled when the appointment status is set to Active, Cancelled, or Failed.

4. If the surgery is not yet complete, a prompt informs you that the surgery has not ended (the patient has not been discharged from the clinic after recovery) and asks whether you want to end the surgery. Click Yes or No as necessary.



Tip: Blue items are headings and black items are selectable documents. The templates are grouped into categories (e.g., forms, letters, and reports).

5. Select one or more documents in the list and click OK to open Microsoft Word to the selected template(s).

Note: If multiple templates were selected, multiple instances of Microsoft Word will open.

6. Review the content and edit the document as necessary.

Note: If a merge code displays in the document, you will need to correct this manually as there is an issue with the code or no data is present to populate the field.

Example Merge Code: <<Referral.Code>>

7. When ready, save and close Microsoft Word.

The document is saved to the Attachments/Consents tab and module.

Note: If you opened multiple documents in Microsoft Word, ensure you edit and save all documents before closing.