Diabetes Educators Calgary Charting Guidelines

Attaching Documents

Connect Care combines health information from many clinics and facilities across Alberta.

Use the correct Document Type, Document Name, etc, so that you and others are able to find the document you're looking for. Detailed information can be found here.
Consider summarizing glucose results rather than attaching a glucose record, when appropriate.

Document	Document type	Scan Level	Document Description
Blue Cross Form (to send)	Drug Access/Approval	Patient	Blue Cross Request for Access
Blue Cross Form (reply)	Drug Access/Approval	Patient	Blue Cross Access Reply
CBG record	Clinical Document	Encounter	CBG record
Consult Note	Clinical Document	Encounter [needs to be created first]	Consult <MD name>
Enrollment Form Request (e.g. Evenity)	Clinical Document	Encounter	<Drug> Enrollment Request
Enrollment Form Reply (e.g. Evenity)	Drug Access/Approval	Patient	<Drug> Enrollment Reply
Enrollment Form Request for More Info	Drug Access/Approval	Patient	<Drug> Enrollment Request for more info
Food record	Clinical Document	Encounter	Food Record
Health history Form	History & Physical	Encounter	Osteoporosis Health History Form
Insulin prescription	Rx Prescription	Encounter	Insulin prescription
Insulin Pump Records	Clinical Document	Encounter	<Brand> Pump Records
Insurance Form, e.g. Sunlife (to send)	Insurance/Coverage Document	Encounter	Insurance Form <Company>
isCGM report	Clinical Document	Encounter	<Brand> isCGM
rtCGM report	Clinical Document	Encounter	<Brand> rtCGM
ZA post infusion report/ Injection Notification	External Document	Patient	ZA post infusion report/ Injection Notification

Ensure that the desired document identifies the patient.
- Have the patient include their name at the top. Ideally, there should also be a date of birth and PHN.
- At the very least, enter the patient name in the "Document Description" when uploading the document
Save the document to a secure folder on your computer (Can be an image or a PDF).
If it's a Consult Note you are attaching, create an encounter for the date of the consult. Encounter Type = "Scanned Document"
Open Media Manager (Press <Ctrl> + <Space> to open Search, then type in 'Media' and <Enter>)
Search for and select the patient.
Directly under the MRN, you will see "<down arrow> Patient:" Click the down arrow and select "Choose an encounter". Select the encounter that the document should be attached to.
Select 'Scan.'
You will get the message "No scan devices found, only import feature will be available." Click OK.
Select the date of the encounter.
Select the Document Type. Incoming Document = 'Clinical Document'
Enter Document Description, as per table above.
Click 'Import.'
Choose the file from the correct folder on your computer.
Select "Upload the Selected Documents."

Attaching Documents in CC (Media Manager)