## Effortlessly Manage Patient Lists and Document Approvals in i-scribe

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### i-scribe Patient List and Document Approval Guide

#### **Accessing the Patient List**

-   The **Patient List** is located on the left-hand side of the i-scribe interface.
    
    -   When expanded, the list is fully visible.
    -   When the menu bar is collapsed, the list is minimised but accessible.
-   **How to View Patients**:
    
    -   Click on the **Patient List** to see the patients scheduled for today's consults.
    -   Use the arrows to navigate between days or select a specific date via the **Date Picker**.

#### **Secretarial Access**

-   If you have **secretarial access**, you’ll see additional details:
    -   Document names are displayed below patient names.
    -   Approved documents are marked with a checkmark.

#### **Managing Unapproved Documents**

-   i-scribe allows you to filter and review **unapproved documents** conveniently:
    
    -   **Viewing Today’s Unapproved Documents**:
        
        -   Click the **Unapproved** filter to display unapproved documents from today’s consults.
    -   **Viewing All Unapproved Documents**:
        
        -   Use the toggle at the top to expand the filter to all unapproved documents in your account.
-   This feature is particularly useful for identifying consults that have generated documents but have not been reviewed or approved.
    

#### **Approving or Removing Documents**

-   **Approving Documents**:
    
    -   Select the relevant patient from the list (e.g., "Bob").
    -   Click **Approve** on each unapproved document. Once approved, the document will no longer appear in the unapproved filter.
-   **Removing Documents**:
    
    -   If a document is unnecessary, click the **Cross (X)** icon to remove it.
    -   Removed documents will not appear in the patient list filter.