Documents is where users can search for files uploaded and attached to Patient Notes in ProviderSuite. Attachments to Notes is a feature available in the Billing Manager.

When the Documents tab is clicked by user, a screen will display where users can search for Attachments:

1. Search boxes:

1. Note Date From and Note Date To range (default is blank for both)

2. Note Text (default is blank, use wildcard search * before and after user entered text)

3. File Name (default is blank, use wildcard search * before and after user entered text)

2. Buttons: Search and Reset

1. Search button executes a query for any attachments matching the search parameters (if no parameters entered, Search should retrieve all Attachments on that account)

2. Reset clears out the parameters

3. Search Results - will display the following six columns in our standard, sortable grid

1. Pt Account (Pt Account Number)

2. Patient (Pt Last Name, Pt First Name)

3. Note Date (date note created)

4. Note (contents of note)

5. Attachment (file name of attachment)

6. File Size (attachment size in megabytes)