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Document Collection
Cadence (Scheduling/Check In/Check Out)
In Cadence, Document Collection occurs on the Documents Table through Registration. Documents may either be signed electronically or a hard copy may be scanned into Epic.
Resources
The following documents that provide information on Document Collection functionality in Cadence.
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A&A and Privacy Notice Acknowledgement Form Collection Reference Guide - (Handout) Guidelines are established for general collection and for patients who require additional consideration.
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Document Collection - (Handout) Documents can be collected at Check In and in other Registration workflows.
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Manually Expiring a Document - (Handout) Occasionally, documents need to be manually expired due to a change in policy or specific departmental needs. This can be completed from the Documents Table during Check In when needed.
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Scanning Patient Insurance Cards - (Handout) Patient insurance cards can be scanned in Documents when prompted by the checklist.
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Sending Documents to Patients in MyChart - (Handout) Documents can be sent to patients with active MyChart accounts electronically when unable to sign at Check-In.
Editing or Deleting Documents
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Editing or Deleting a Scanned Document - (Handout) A document within the Media Manager can be edited or deleted.
Printing Documents
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Printing a Document Using Print Forms - (Handout) Forms may be printed using Print Forms from the patient’s Appointment Desk or the Department Appointments Report (DAR).
Related Pages
Return to Cadence (Scheduling/Check In/Check Out)
Return to Epic A-Z