Switching on Autofiling

The Autofiling tab enables the automatic filing of specific messages into the patient records without manual intervention.

Important - Be aware, if your patients have online access to their medical record, they may be able to view automatically filed information before it is reviewed by a clinician.

To switch on automatic filing:

  1. From Mail Manager , select Tools - Options.
  2. Select the tab you require:
    • Pathology - To switch autofiling for pathology results, see Pathology Tab for details.
    • Autofiling - To switch autofiling on for other message types.
Remember - You can forward MIG, SCI Gateway Advice and Discharge attachments to Docman see Attachment Forward. You cannot autofile these messages if you select this option.
  1. Tick the message type(s) that you want to autofile.
  2. Select OK.

In order to autofile a message must:

  • Match an active patient (be assigned)
  • Match a GP (be allocated)
Note – To print this topic select Print in the top right corner and follow the on-screen prompts.