To associate an electronic document to a particular patient record, launch the Easy III Review Data dashboard by double clicking on the icon on the desktop. Highlight the patient record that the document needs to be associated with and click on the Associate Document button. A window will appear, browse out to the location of the electronic document that needs to be associated and select Open.
The Associate Document option allows the user to associate .pdf files, documents, and other electronic files with an Easy III record. After files have been associated with a patient record, they are managed by the Easy III record management system (archiving, moving records, deleting, etc.). After a patient name is highlighted in the patient list, all documents, questionnaires, and photographs associated with the patient will be accessible through the Review Data dashboard. The user can double-click on any item in the Reports and Documents list to quickly view the file (without opening the waveform data).
Most file types can be associated with a patient record. When a file is selected, it is copied to the default data folder and associated with the selected patient. The original file is kept in its original location. For example, if you are importing document that is located in the My Documents folder, the file will remain in the My Documents folder. However, a copy will be placed in the data folder for Easy III. When the Record Manager or Centralized Data Manager is used, the associated files will be moved, exported, archived, and deleted along with the recorded data.
To delete a report associated with a record, locate the patient via the Easy III Review Data dashboard. Click on the Associate Document button, find the report, right click and delete.