Maintaining Docman, Reporting and Non-patient documents

This training day focuses on the key areas of managing the Docman system, including reporting and non-patient filing.

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Who should attend?

This is a beginners course for practice staff who will maintain the practice IT systems.  Practice staff who run reports on practice data and who file non-patient documents. Clinicians are not needed on this course.

Delegates need to have an understanding of how Docman Operates.

On completion of this course you will be competent in carrying out Docman reporting, maintenance, system back-ups and electronic document checks.


By the end of the course the delegates will be able to:

  • Scan, file and retrieve non-patient documents
  • Run reports on Docman data
  • Maintain documents (correct mis-filed data)
  • Build filing lists
  • Check daily back-up
  • Install software updates
  • Maintain Docman

Course Details

Onsite Training – This full-day hands-on course runs from 10:00 until 16:00.  A maximum of 6 delegates per onsite course unless a projector is available in a suitable room.

Seminar Training – This course is also available as a seminar.  Seminar style offers a range of benefits, as practices can bounce ideas around and your full attention is gained by being away from the practice. There is also a significant cost saving.

PCTI’s dedicated Training and Consultancy Team are committed to providing high quality training, to ensure that you get the most from your Docman solution.  Our training and consultancy programmes are designed to incorporate all aspects of your system and practice processes, ensuring its full potential is realised.  Our programmes are run by our experienced Training and Consultancy Team, who are all CRB checked for added security.

Course Content

Non-Patient Filing
This session will cover the area of Docman that can be used for filing and viewing non-patient documents.  This may include documentation from PCTs, clinical providers, internal guidelines and protocols.

Document Maintenance
This session will cover the maintenance of documents filed using Docman.  This will include topics such as editing document descriptions, deleting documents, moving documents between patients.  This should be attended by staff you wish to give such access.

Docman/System Maintenance
This session will cover the administration and maintenance of Docman.  This will include topics such as adding new users or changing users access rights, building lists of hospitals / departments, checking the daily backup and installing software updates.

This session will cover the reporting functionality within Docman.  This can be used to create custom reports.  Examples of this include reports of how many documents you receive from a certain hospital / provider, or how many documents arrive from a certain department by various hospitals.  Reports can also be created by filtering patient information such as sex and age ranges.


To book a Training day, contact our Sales Team on 01977 66 44 96.

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