Missing Documents

Sometimes the Case State ‘Missing Documents’ will be applied to a case. Here are the steps to resolve:

1. Check for a placeholder case at the top of the cases list – the patient name will be AAA, Schedule. If no placeholder case, proceed to step 4.
2. Click on ‘Unmatched’ document type after selecting this placeholder case.
3. If you locate your document – use the ‘Split Document’ function to move the document to the correct case.
4. If not placeholder or unmatched documents are found – log into the facility EHR to locate the missing documents and use the ‘attach document’ function to manually attach the missing document.