Internal Document Review

The Internal Document Review screen lets you preview, review and comment on documents and clinical records sent to you by other staff. It is available to all users, not only doctors.

Documents arrive in Internal Document Review from two sources:

Source type	Description
Distribution	Documents routed to an internal doctor through the Distribution System. Available only on systems licensed for Distribution.
Peer Review	Documents or clinical records sent by another user for your feedback. You can reply with comments or mark the item as reviewed.

Send a document for review

You can send any document or clinical record to one or more users for review.

Open the patient record and navigate to the Documents tab or the Clinical Records tree.
Right-click the document or clinical record you want reviewed.
Select Send For Review.

In the Send Document for Internal Review dialog, tick the checkbox next to each user who should receive the review.

If you want to include a message, enter it in the Enter a reason field.
Select the Priority for the review. The default is Normal.
Click Send.

A confirmation message appears when the document has been added for review.

Open Internal Document Review

Access the review screen from either location:

Go to Workflow > Internal Document Review.
Click the Internal Review icon on the Doctor Dashboard.

Filter your review list

The screen defaults to all outstanding incoming documents. Use the filters at the top to narrow the list.

Filter	Options
Source	All Incoming (default), Distribution, Review, or Sent by you
Status	Outstanding (default), Reviewed Only, or All
Date Range	Tick the Between checkbox and set start and end dates to filter by a specific period.

Review a document

The review screen has three panels:

Left panel - list of patient names with documents waiting for review. The highlighted row is the current document.
Centre panel - preview of the selected document. Left-click on the document, then hold Ctrl and scroll the mouse wheel to zoom in or out.
Right panel - document details, review notes and action buttons.

Right panel fields

Field	Description
Source	The review type - Distribution or Peer Review. For Peer Review, shows who sent it and who it is addressed to.
Date Sent	The date the document was added to the review list.
Priority	Low, Normal or Urgent.
Reviewed	The date the document was marked as reviewed. Shows Pending until reviewed.
Reason/History	Running history of notes from each user until the document is marked as reviewed.

Action buttons

Button	Description
Reviewed / Reply	Mark the document as reviewed, or reply with a comment (Peer Review only). See below for details.
Print	Print the document or clinical record.
Open	Open the document or clinical record in full.
Go To	Navigate to the patient's file in HealthTrack.
Prev Doc / Next Doc	Move to the previous or next document in your review list.

Mark a document as reviewed

Select the document from the list on the left.
Review the document in the centre panel.
Click Reviewed.

HealthTrack marks the document as reviewed, removes it from your outstanding list and moves to the next document.

Reply to a Peer Review document

For documents received through Peer Review, you can send a comment back to the sender.

Select the document from the list.
Review the document in the centre panel.
Enter your comment in the Reply to Sender field below the Reason/History section. The Reviewed button changes to Reply.
Click Reply.

HealthTrack sends the document back to the original sender with your comment, removes it from your outstanding list and moves to the next document.

If you do not need to send a comment, click Reviewed to mark it as done without replying.

Distribution documents do not have a reply option. You can only mark them as Reviewed.