The Document Management module is designed to help you manage the review and approval process for your patient notes. Displayed notes include those you've entered as well as those transcribed for you, and it defaults to a list of your preliminary notes for the currently selected location.
You have the option to view notes from the following queues:
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If you use CC list functionality to manage the distribution and tracking of patient notes, the CC column may contain icons to indicate status. For details, click here.
For users with practice manager authorization, this list includes notes that could not be uploaded due to problems with patient or provider information. See Correcting Notes for more information.
Caution: Updates
to structured lists (such as problems, medications, and allergies)
from notes uploaded from a transcription service will not be reflected
in the patient chart. You must separately input such updates to keep
the chart up to date.
Notes:
A note subject with gray text indicates that you've marked it as reviewed (by clicking the Review check box) or that it was created by or for you.
A 
icon next to the subject of a note indicates that a note
has been forwarded to you from another user. If you hover your
mouse pointer over the icon to display more information.
- Note was printed.
- Note was faxed.
- Note was emailed.
- Notification that the a message was sent indicating the
note can be viewed.