Click Inbox from the top toolbar to manage and view incoming documents from your inbox.

• Filter documents by patient or date.
• View document Details.
• Print documents.
• Click the three dot kebab icon to add the document to the patient's medical history, Move the document to another provider's inbox, or to open the patient's record.
• Action documents by selecting a document outcome, follow-up option and location to store.

Follow-up options

• When Appointment is selected as the follow-up option, select if the appointment is Urgent or Non-urgent.



• If Advise is selected as the follow-up option, select if this follow-up is to be carried out by the Doctor, a Nurse, or Reception.



• If there is no follow-up required, select None.

 

Last updated: 29 October 2025