F Facesheet IntakePRACTICE WORKSPACE

ONE WORKSPACE, EVERY DEVICE

Capture on your phone.
Finish at the office.

Review a hospital facesheet, then send the reviewed patient details to your shared office queue. Staff can complete the CareTracker handoff from a Windows PC or Mac.

CareTracker entry uses the desktop browser helper. A queue item is not a saved EMR record.

Sign in to your practice

Connecting to the practice workspace…

PATIENT REGISTRATION

From facesheet to reviewed record.

Use your camera or a PDF. Review every field before sharing with the office.

Documents stay on this device. The original photo/PDF and raw OCR are not sent to the queue. Only the reviewed record is shared when you choose Send to office queue.
  1. 1 Capture
  2. 2 Review & correct
  3. 3 Share with office

Source document

One patient at a time

Start with a facesheet

Take an upright, clear photo or select a PDF.
On a computer, drag a PDF attachment here.
One patient · up to 20 MB · up to 10 PDF pages

Ready for a document.

Extracted source text / paste text

Recognized layouts use section positions; other layouts need manual review. Applying text replaces current suggestions.

Review registration

0 fields populated

Compare every value with the source. Blank means not extracted, not confirmed absent. Member #, Subscriber # and Policy # remain separate.

To enable sharing

    Click an item to jump to it. Editing a field resets that section’s review and the identity check.

    Ready for the office

    Sharing sends the reviewed record to your practice queue. It does not save a patient in CareTracker.

    Email attachments

    On Apple Mail for Mac, try dragging the PDF attachment itself into the document area. Support depends on the mail/browser combination.

    Gmail’s direct mailbox picker needs a separate Google app authorization setup. It is not connected in this shared workspace. Until configured, select the PDF with your device’s file picker.

    On a phone, use the email app’s Save to Files / file-picker workflow if direct sharing is unavailable. No mailbox access is requested by this page.