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WorldView Document Management


The integration of WorldView capabilities in Axxess systems enables agencies to:



Once an agency enables the WorldView integration, approved orders can automatically be sent from to WorldView to be faxed for physician signatures, signed, and returned to AgencyCore. Additionally, the WorldView integration streamlines document tracking, and enables users to attach returned orders directly to their corresponding Axxess patient records.

Enable the WorldView Integration


Users can enable the WorldView integration in the Integrations tab of Company Setup, under a new section named Orders/Document Management.


Admin tab ➜ Company Setup ➜ Integrations tab ➜ Orders/Document Management section ➜ WorldView ➜ Enable ➜ Submit Request


When a user selects Enable ➜ Submit Request under the WorldView integration in Company Setup, Axxess receives an activation request. On receipt of the request, a member of our Integrations team contacts the agency to discuss and identify a go-live date. The established go-live date displays in the Effective Date field in Company Setup, and the integration is activated and added to the agency’s Axxess subscription based on the date.


Document Management


When WorldView is enabled, a predefined list of document types populates in the Documents list. Admin tab ➜ Lists ➜ Documents


The predefined list includes standard WorldView document types for indexing purposes. If a user attempts to edit or delete one of these document types using the buttons under Actions, the system will trigger the following message and prevent editing/deletion: This document type is associated with an active interface and cannot be edited or deleted.


Patient Documents:


When a document is indexed from WorldView, the document attaches to the Patient Chart in the Documents section.


Select the Documents tab at the top of a patient’s chart to navigate to the Documents screen. Patients tab ➜ Patient Charts ➜ Documents tab



On the Documents screen, the Attached By column enables users to identify documents attached by WorldView. A unique name is assigned to the document and appears in the Document Name column with a WV abbreviation to represent attachment by WorldView (ex. WV-1234).


Select the New Document button in the top left corner of the Documents screen to add a new document.


Orders Management


Adding a Physician’s Order Delivery Method:


A physician’s order delivery method is identified on the Edit Physician screen. Admin tab ➜ Lists ➜ Physicians ➜ Edit ➜ Order Delivery Method field ➜ Save


Users should select Axxess Portal in the Order Delivery Method field for physicians who sign orders through the Axxess Portal.



Orders To Be Sent:


View tab ➜ Orders Management ➜ Orders To Be Sent


A Delivery Method filter appears on the Orders To Be Sent screen to optimize orders management processes. Delivery Method and Vendor columns enable users to identify orders that are set to go to WorldView. When the WorldView integration is enabled, all orders with Mail or Fax selected in the Delivery Method field will be sent to WorldView.



When WorldView is enabled and a delivery method is not selected, the box in the far left column will be grayed out. When the user hovers over the box, a message will inform the user that an order delivery method is required to send an order. The user can click the physician’s name in the Physician column and select an order delivery method on the Edit Physician screen to enable sending.


Orders Pending Signature:


View tab ➜ Orders Management ➜ Orders Pending MD Signature


Columns on the Orders Pending Signature screen indicate age, delivery method and vendor.




Orders History:


View tab ➜ Orders Management ➜ Orders History


A Received By column on the Order History screen enables tracking and streamlines orders management processes.



When an order is signed and returned from WorldView, the order attaches to the order task with a unique bar code and signature. The order can be viewed by selecting the printer icon on the order task in the Patient Chart.

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