How to create a new document?

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On a patient's main window, click on Demographics.

In order to create a new document click on the arrow at the right of the New entry icon. A menu will appear showing at least two options: Cryo contract and Document storage.



Cryo contract

If the Cryo contract is selected, it will be possible to create a new contract.


Document storage

If Document storage is selected, the following window will open:



Explaination of the fields/icons:

  • Date: date of the registration of the document. If the lightning icon is clicked, will be selected the current date.
  • By: author of the document or the notes.
  • QM: QM field icon can be used to access the QM fields associated to this document.
  • Browse: clicking on the arrows will scroll the documents archived upwards or downwards.
  • Text area: a "WordPad" like tool that can be used to input a text.
  • Container for pictures and documents: pictures and files can be easily linked to the document by dragging and dropping them into the blue box. Then they can be opened doble-clicking on the icon.
  • Open patient directory: opens the directory that contains all the files related to the patient.
  • Add document: allows to browse the directories and to add a single document.
  • Open document: always to open the document added.

Other documents

Other types of documents may be created by means of the related system table. Once a type of document is created it will be available in the New entry menu. If a new type of document is selected, a window equal to the Document storage window will open.

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