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Best Practice Document Sorter

Upload clinical documents and Lyrebird automatically sorts them into the right patient file in Best Practice — no manual filing needed.

Updated today

Steps within Lyrebird:

  1. Navigate to Import Queue within Lyrebird and click "Upload Documents"


  2. Find your relevant PDF patient document and upload. Once uploaded, Lyrebird will extract the key fields from the document and will assess whether this patient exists within your Best Practice data base. (If it gets this wrong you can click select different patient and search for the relevant patient.


  3. Once you have the correct patient click on Patients File button if you are wanting to send straight to a patients file

  4. Then under the "Store In" select where you want this file to sit


  5. Click "Verify"

  6. Once verified click "Auto Import Documents" and on the pop up click "Send to Best Practice"


Steps within Best Practice:

  1. Open Inbox


  2. The documents imported will then be listed on the left hand side and sorted by patient. Clicking on this date will then open the document you imported.


Viewing History:

  1. To view previously sent documents, go to the "History" tab.


  2. Clicking on a document shows all extracted fields and where it was stored in Best Practice.


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