Using Docman for Beginners

The aim of this course is to have a firm understanding of how to operate your Docman System. The course will cover GP and admin staff training to aid professional and efficient working policies.

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Who should attend?

This is a beginners course for all practice staff including Clinicians, whether the staff are new starters or require refresher training to ensure best practice. The course is tailored to admin staff that carry out scanning and/or filing, appointments and other actions from documents. The course is also suited for Clinicians who deal with their daily post and view patient documents.

Delegates do not need any previous training or experience on Docman.


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

  • Understand the possibilities and potential of your Docman system
  • Scan and file documents efficiently
  • View patient records (Clinicians / Admin staff)
  • Maintain documents (correct mis-filed documents)
  • Clinicians will be able to deal with their daily post
  • Admin staff will be able to read code and complete tasks from Clinicians and other staff

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

Docman Overview
A brief overview of the purpose and functionality of Docman and the various ways it can be used within your environment.

Scanning / Filing
This session will require the attendance of key members of staff that will carry out the daily scanning and filing process.This may be existing scanning/filing staff or staff that carries out the manual filing process.

Workflow / Viewing (Clinical Staff)
This session will focus on the training of Clinical staff, on the viewing of scanned documents and also the workflow process which will replace your current process of reviewing the daily post (in paper form) and actioning any required items.

Workflow / Viewing (Admin)
This session will focus on the training of Admin staff, on the viewing of scanned documents and also the workflow process which will replace your current process of receiving the paper documents back from clinicians and actioning any required items.