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Importing to Greenway PrimeSUITE

Last Updated: Oct 24, 2013 10:08AM EDT
This article contains the steps needed to import an item from Updox into Greenway PrimeSUITE. There are steps that walk through importing all pages or selected pages into the patients chart. There are also steps that walk through importing all pages or selected pages into the Document Import area.

NOTE: To be able to see the Send Item or Send This 'X' Page/Send These 'X' Pages buttons the previews of the individual pages must also be visible. Use the Show/Hide Previews button located at the top center of your Updox workspace to change the setting.

 

To import to the patients chart:

To import all the pages for a single item into the patients chart in Greenway PrimeSUITE:
 
  1. Click on the 'Send Item' button. A new window will open and you will see the pages for that item listed as attachments at the top of the window
  2. In the 'Relate to Patient' field search for the patient you wish to import the items for
  3. Click the 'Send to EHR' button
  4. Choose 'Patient Chart' for Destination
  5. Complete the Title and Notes fields as desired
  6. Choose a Category for the item being imported
  7. Enter the date you wish to associate with the item being imported. If no date is entered the date associated with the item will default to the date the import is completed
  8. If desired place a check next to the box to 'Sign off' to sign off on an item directly from Updox (Only available if your Updox user has Sign Off privileges. Click here for more information.)
  9. Click 'Send' at the top of the window to initiate the import process
NOTE: The Send Item button pulls in all the pages for that item. Because you used that button, we know you have used all the pages for that item, and we move the item itself out of your way and into the Archive. You can perform any actions on the pages while they are in the Archive that you could while they are in the Inbox; we just move it to get it out of your way.

To import only the selected pages into the patients chart in Greenway PrimeSUITE:
 
  1. Select the pages you wish to send by placing your cursor over the page and placing a check in the check box that appears below the page
  2. Click the 'Send This 'X' Page'/'Send These 'X' Pages' button. A new window will open and you will see the pages for that item listed as attachments at the top of the window
  3. In the 'Relate to Patient' field search for the patient you wish import the items for
  4. Click the 'Send to EHR' button
  5. Choose 'Patient Chart' for Destination
  6. Complete the Title and Notes fields as desired
  7. Choose a Category for the item being imported
  8. Enter the date you wish to associate with the item being imported. If no date is entered the date associated with the item will default to the date the import is completed
  9. If desired place a check next to the box to 'Sign off' to sign off on an item directly from Updox (Only available if your Updox user has Sign Off privileges. Click here for more information.)
  10. Click 'Send' at the top of the window to initiate the import process
 

To send items into Document Import:

To import all the pages for a single item into the Document Import in Greenway PrimeSUITE:
 
  1. Click on the 'Send Item' button. A new window will open and you will see the pages for that item listed as attachments at the top of the window.
  2. In the 'Relate to Patient' field search for the patient you wish import the items for.
  3. Click the 'Send to EHR' button
  4. Choose 'Document Import' for Destination
  5. Complete the Title field.
  6. Click 'Send' at the top of the window to initiate the import process
NOTE: The Send Item button pulls in all the pages for that item. Because you used that button, we know you have used all the pages for that item, and we move the item itself out of your way and into the Archive. You can perform any actions on the pages while they are in the Archive that you could while they are in the Inbox; we just move it to get it out of your way.

To import only the selected pages into the Document Import in Greenway PrimeSUITE:
 
  1. Select the pages you wish to send by placing your cursor over the page and placing a check in the check box that appears below the page.
  2. Click the 'Send This 'X' Page'/'Send These 'X' Pages' button. A new window will open and you will see the pages for that item listed as attachments at the top of the window.
  3. In the 'Relate to Patient' field search for the patient you wish import the items for.
  4. Click the 'Send to EHR' button
  5. Choose 'Document Import' for Destination
  6. Complete the Title field.
  7. Click 'Send' at the top of the window to initiate the import process

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