Concept Information

File Access Overview

File Properties

Claims Section Interdependency

File Summary Actions

Primary and Duplicate Files

Related Tasks

Changing the File Status

Changing the File Type

Creating Tasks for a File

Managing a Submitted File

Modifying a File's Status or Ownership

Granting Users Access to a File

Bulk Managing Submitted Files

Managing a Mobile-Submitted File

Copying to New File

Adding a Follow-up Action

Viewing the File Audit Log

Viewing File Alerts

Sending Data to Another Module

Checking User Access to a File

Adding Contributing Policies

Assigning a Suggested Task

Adding Duplicate Files

Removing Duplicate Files

Changing Primary Files

Reference Materials

Management Form Panel

Management Form Buttons

Viewing Related Files

The Related FilesThe electronic record created when a user submits an incident report, such as a fall or medication error, or when a patient provides feedback. Some organizations refer to files as events, reports, or cases. dialog displays files that also include any of the patients listed in the current file.

Prerequisites: You must have the 'File Info Center', 'View File', 'Edit File', and 'Allow User to access Patient Center' functions enabled for your role.

To view related files:

Open the Related Files dialog (not shown, see Management Form Panel).
Only the five most recent files are displayed in the dialog. The total number of related files is displayed in the description at the bottom.
Click Explore Patient(s) to view the patient in Patient Center. See Patient Center (page 1).
If the file contains any unsaved changes, you will be prompted to Leave (continue to Patient Center without saving changes) or Cancel (return to the Related Files dialog.)
Click Close to exit the dialog and return to the form.