Portal Document Audit - Can't get out of Status "Waiting" Pending Action "Review"

Hi everyone,

I’ve got a question that I have not been able to resolve but feel like it is simple enough I should have been able to. I am running a docker instance of OEMR v 7.0.3 on Windows 11. I am getting ready to activate the portal on my production OEMR but wanted to get familiar with it before doing it, so I deployed a test OEMR system. I activated the portal, uploaded some test documents, and had my fake patient (Jack Sparrow) fill them out. Upon submitting the documents, I see there is a button in the upper right hand corner of my screen that says “Portal” with the number 3 (the number of documents I “Charted to Onsite Portal Reviewed” on Jack’s document folder in the portal). On the main system, I see that the documents are all sitting in Jack’s “Document” section of his file, but when I pull them up and look at them, I cannot figure out how to mark them as reviewed. I don’t see a check box anywhere. I don’t know if there is a button/check box missing or whether I’m in the wrong place. I couldn’t find the answer in other forum posts (but I can’t say I’ve read every single one). Below are screenshots of exactly what I am seeing. Any assistance would be greatly appreciated.

Hi @QCChiropractic

It looks from your post like you’ve been ‘figuring out’ your way through the fairly elaborate Portal feature but no mention of reviewing documentation. Have you seen the comprehensive writeup of the feature on the OpenEMR wiki?

https://www.open-emr.org/wiki/index.php/The_OpenEMR_6.0%2B_Patient_Portal

Specifically this section talks about your workflow

https://www.open-emr.org/wiki/index.php/The_OpenEMR_6.0%2B_Patient_Portal#Upload_Documents_to_Portal_Account

but you really should go through the whole set of docs to make sure all the requirements are properly set.

Then come back here with any questions you may have!

Best- Harley

2 Likes

Thanks! I actually read the document but missed the link to portal audits.

So, I read the documentation. I don’t think I’m missing anything (but I could be). I went back into my test system, and I see a couple of differences between my setup from what’s shown in the wiki instructions. First, when I log into OpenEMR, open the Portal Dashboard, click on “Review Audits,” and open a document to review it, there is no block at the bottom of the screen saying “Clinic Representative Signature Signed: x” and I don’t get the “Cancelled” button in the bottom right tray. I only get “Help” and “Done.” I am logged in as the Initial Admin User. I am not quite sure how to get those two things to show up, but I think that is the problem. Below is a screenshot of the document pulled up under audit reviews.

Hi @QCChiropractic Pardon my lack of response, I’ve been out.

I seem to be getting similar lack of results with the public demo (7.0.3 (4))

I was going to suggest you double check you had both the patient’s (in the portal) and your signature on file, but even with those completed I’m still not getting the response I want.

In fact I go to register the doc as reviewed

and get this:

then see this in the documents ‘Activities’ screen:

so it looks like the edit review isn’t getting recognized?

Time to call the Uh-Oh Squad…

  • HT

I’ll look at when get a minute

1 Like

This seemed familiar and now have this fix for the portal onsite activities.

2 Likes

No apology necessary. I’m in and out myself and just thankful for the help.

Thanks! I’ll give it a shot and be back if it doesn’t work out as anticipated.

I modified the portal/patient/libs/Controller/OnsiteDocumentController.php and src/Services/DocumentTemplates/DocumentTemplateRender.php files as indicated, and when I access the containers to audit the documents, I just get a blank document with Help and Done in the bottom right corner. If I restart the containers to make sure the changes in the two documents are incorporated, I lose the changes when the containers spin back up because it repulls the image.

Are there any other files that need to be audited besides these two?

I fixed this and is a one word change.

Will be in release but here is PR if want to patch fix testing for property thats not an array by sjpadgett · Pull Request #9730 · openemr/openemr · GitHub