
Diabetes Educators Calgary Charting Guidelines
Attaching Documents
Attaching Documents in CC (Media Manager)
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.
Use the following guidelines when choosing a name, document type, etc.
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 |
Process
- 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."