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  1. Delete custom document types

    I need a way to delete the custom document types. I really like the feature of being able to make our own custom labels, but when a label gets entered by mistake, or spelled incorrectly, there needs to be the option to delete it.

    677 votes
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      147 comments  ·  Documents  ·  Admin →
    • Can I customize document types?

      I would like to be able to customize document types/add different types of documents

      144 votes
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        8 comments  ·  Documents  ·  Admin →
        Resolved  ·  Matthew Douglass responded

        Great news! We have released the custom document types feature into the New EHR. Over the next few weeks, we will be adding this functionality to our practices’ instances of the New EHR, so keep an eye out for this new feature.

        Thanks for providing all of your input and requests for this feature and we’re delighted to release it.

        You can learn more about this feature here: http://knowledgebase.practicefusion.com/knowledgebase/articles/527165-how-do-i-create-custom-document-types

      • Document Type Filter in Patient Documents List

        It would save time if we could categorize patients' documents by document type within the patients charts.

        108 votes
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          12 comments  ·  Documents  ·  Admin →
        • Document uploading - Quick access to type of document by pressing first letter of type

          In the old EHR we were able to type "R" to get to the R's like Radiology or Request for Medical Notes versus having to scroll through all of the options. Please bring this back every where in the EHR like Documents, Proivders names, etc.

          63 votes
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            6 comments  ·  Documents  ·  Admin →
          • Increase Max File Size for Uploaded Documents

            We would like to be able to upload larger files into the documents section of the EHR. The current maximum is too small.

            57 votes
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              16 comments  ·  Documents  ·  Admin →
            • Updox e-fax into Documents section for Bulk Upload

              Make a bridge to Updox. It will save a lot of time for practices.

              49 votes
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                8 comments  ·  Documents  ·  Admin →
                Resolved  ·  Matthew Douglass responded

                Hi everyone—as of November 2015, inbound faxing is now enabled as a feature in Practice Fusion.

                To sign up for this service, please fill in the Updox form here http://info.updox.com/updox-practicefusion/ to create your Updox account or call an Updox representative at (614) 798-8170 ext. 1 to begin the process.

                To learn more about this feature, click here:
                http://knowledgebase.practicefusion.com/knowledgebase/articles/731094-how-can-i-use-the-updox-inbound-fax-feature-with-p

              • Make Document Preview Section Larger

                It is taking several steps to review a document because it appears with the details on one side and a very small document on the other.

                We have to close the detail screen using the x and then magnify the remaining image at least 2 times to be able to read.

                It would be better if the default was a larger image with the ability to open the details if needed( most of the time they are not.)

                17 votes
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                  3 comments  ·  Documents  ·  Admin →
                  Resolved  ·  Aliza responded

                  Hello everyone – as of 6/1/2017, we have introduced an update to the document preview functionality: signed documents will now automatically preview in a full screen view when selected, with the option to click “Show Details” to view the document details window.

                  Please note that pending (unsigned) documents will continue to show the details window when opened until the document has been signed.

                • Actions menu for Documents

                  It would be really helpful to have a drop down menu next to patient's name under documents menu that would include an option to send a message to staff without the need to click on patient's name and open the patient's chart. That way after reviewing the document if an action needs to be taken by clicking the drop down menu we would be able to send a message and then sign the document and move on with the next document.
                  Current set up requires us to click on patient's name, open the chart and generate a message...

                  15 votes
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                    0 comments  ·  Documents  ·  Admin →
                  • Add Patient from Documents Upload

                    It would be much easier for us to add patients from the Documents Upload section, as we're uploading documents for patients that don't yet exist.

                    14 votes
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                      0 comments  ·  Documents  ·  Admin →
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