Patient Attachments

There are two places in the EHR that deal with patient attachments:

  • Forms tab: This tab allows you to manage electronic forms attached to the patient record. This includes adding and filling out forms, approving and obtaining signatures, as well as assigning forms to users. Form answers can be reviewed and updated to keep records current, and historic data is available to view.
  • Attachments/Consents tab: This is an embedded version of the Attachments/Consents module that allows you to view and manage patient attachments without leaving the EHR module.

You can use these two tabs to manage a variety of attachments including patient forms, patient consents, and other, miscellaneous attachments.

All electronic forms that have been completed for and by a patient, such as a Medical History form, are stored in the EHR > Forms tab.

Typically, a Medical History form is the default form displayed in the tab, so you can easily scroll down and review the information and update as necessary.

Note: While you can view forms in the Attachments/Consents tab of the EHR, generally you will use the Forms tab to view and manage forms.

While working in the EHR, you will most commonly need to review or add patient forms.

Consent forms are used in axiUm to record a patient’s acceptance of a variety of things including treatment(s), things required during the course of treatment, requests to release information, etc. After they are completed, consent forms are attached to the patient record.

If a consent form is missing, the Consent Required indicator displays on the status bar.

  1. Select a patient and open the EHR module.
  2. Click the In Progress or Tx History tab.
  3. Click the Add Patient Consent () icon and select View Missing Required Consents… to display the Consent List window.

  4. If necessary, filter the listed results.
  5. (Optional) Select a listed consent and click the Preview Report () icon.

If a consent form is missing for a patient, you can choose to add one.

Tip: Typically, most institutions will configure axiUm to lock a patient's chart to providers if a consent form is missing. It will remain locked until the correct consent is added.

Signed initials may be required for each page in a patient consent in addition to full signature(s). If made required, each page must be initialed in an Initials window after being viewed and before the entire consent can be signed. If initials are not part of the form, a Signature window displays as usual.

To add a patient consent:

  1. Select the patient and open the EHR module.

  2. Click the In Progress or Tx History tab.

  3. Click the Add Patient Consent () icon and select Add Patient Consent… to display the Add Patient Consent window.

  4. Complete the fields as necessary and click OK.

    5. For consents that are treatment-based, the Select Treatments for Consent window displays.

  5. If prompted, filter the listed results, then select the necessary treatment(s) and click OK.

    6. Tip: Click the Select All or Deselect All buttons to make your selections quickly.

    The consent displays.

  6. Complete any additional parameters that display.

    7. Example: Representative’s relationship to patient (if applicable).

  7. Review the page(s) and click the X to close the consent.

    8. If patient initials are configured, the Patient Initials window displays.

    Note: For consents that don’t require initials, the Patient Signature window displays immediately instead.

    Tip: You can click Preview to view the consent page or entire form again.

  8. Enter initials as required and click OK to close the Patient Initials window.

    9. Note: If the initials are optional for the page, you can click Skip.

  9. Repeat Steps 7-8 until all pages have been viewed and initialed (if applicable).

    10. The Patient Signature window displays.

    Tip: You can click Preview to view the entire consent form.

  10. Obtain the appropriate signature and click OK.
  11. Repeat Steps 7-10 for all other necessary initials and signatures.

    12. Example: A Witness Signature window.

In addition to forms and consents, other types of attachments are accessible in the EHR module > Attachments/Consents tab. These include:

  • General file attachments
  • Letters
  • Summary of Care files

When working in the Attachments/Consents tab, you can view, add, and manage these attachments as necessary.