WorldView Document Management

WorldView offers industry-leading, easy-to-use document management with its Physician Order Tracking and MedAttach Optical Character Recognition (OCR) solutions. Its direct integration with Axxess Home Care helps organizations streamline operations, stay compliant and reduce overhead.

Streamline Operations: Have incoming referral data attach to client charts and automatically and securely send orders to decrease turnaround time, errors and administrative costs.

Stay Compliant: Track a full audit history of every action taken during orders management, receive alerts on outstanding orders and process delays, and automatically resend overdue orders after a predetermined time frame has passed.

Reduce Overhead: Automate billing processes, get paid faster and save resource costs through increased efficiency.

Once an organization enables the WorldView integration, approved orders can automatically be sent to WorldView to be faxed for physician signatures, signed and returned to the Axxess Home Care solution. The WorldView integration streamlines document tracking and enables users to attach returned orders directly to their corresponding client records in Axxess.

Activate the WorldView Integration

To activate the WorldView integration, Axxess Home Care clients should contact and to set up agreements with each software vendor for the integration.

Clients will then need to submit a request to enable the Worldview integration in Axxess Home Care. To submit a request to enable the WorldView integration, navigate to Company Setup under the Admin tab in Axxess Home Care. On the External Integrations tab, navigate to the Orders/Document Management section and select Enable under WorldView.

Admin tab ➜ Company Setup ➜ External Integrations tab ➜ Orders/Document Management ➜ WorldView ➜ Enable

The Document Management functionality is automatically activated when the WorldView integration is enabled. This item enables documents that flow in from WorldView to be attached to client charts in Axxess.


The organization can choose to enable the Orders Management feature by checking the box next to Orders Management. This feature enables users to electronically send approved orders from the Orders To Be Sent screen to WorldView for managing and tracking in the WorldView application.


The organization can choose to automatically send approved orders by checking the box next to Automatically send approved orders to WorldView. If this setting is not selected, the organization manually sends approved orders to WorldView through the Orders To Be Sent screen under View Orders Management. If this box is selected, orders that have been approved in the Quality Assurance Center (or set to bypass QA) will be automatically sent to WorldView for managing and tracking.


Once Automatically send approved orders to WorldView is selected and saved, the Effective Date is auto-filled.

The Allow management of mail orders in Axxess option enables users to manage mail orders through the Axxess orders management screens. Enabling this feature will send unsigned orders to WorldView as documentation but will not send it to the physician.

When an administrative user selects Enable 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 client 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 organization’s Axxess subscription based on the date.

Manage Documents

When WorldView is enabled, a predefined list of document types is populated.

Admin ➜ Lists ➜ Document Management

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.

Managing Client Documents:

When a document is indexed from WorldView, the document attaches to the client’s chart.

To manage a document, navigate to Client Center under the Clients tab, select a client and click View Documents under the Documents tab.

Clients tab ➜ Client Center ➜ Select a client ➜ Documents tab ➜ View Documents

The Attached By column enables users to identify documents attached by WorldView.

To add a new document, click Add Document in the top-right corner of the documents screen. On the New Document screen, select the name of the document from the Document Name field and click Choose File to upload a file from your device. Click Upload to finish uploading the document.

Manage Orders

Accessing Orders To Be Sent:

Once orders are generated and ready to be sent for physician signatures, they appear on the Orders To Be Sent screen.

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. The Delivery Method column enables users to identify orders that are set to go to WorldView. When the WorldView integration is enabled, all orders with Electronic selected in the Delivery Method field will be sent to WorldView.

When WorldView is enabled and a delivery method is not selected, the box will be grayed out. When hovered over the box, a message will inform users that an order delivery method is required to send an order.

Users can select the physician’s name under the Physician column or select an order delivery method on the Edit Physician screen to enable sending.

Adding a Physician’s Order Delivery Method:

To add a physician’s order delivery method, navigate to Lists under the View or Admin tab and select Physicians. On the Physician List screen, select Edit under Actions next to the appropriate physician. Make a selection from the Order Delivery Method field and click Save.

View tab ➜ Lists ➜ Physicians ➜ Actions ➜ Edit ➜ Order Delivery Method ➜ Save

Admin tab ➜ Lists ➜ Physicians ➜ Actions ➜ Edit ➜ Order Delivery Method ➜ Save

Users should select Axxess Physician Portal in the Order Delivery Method field for physicians who sign orders electronically through the Axxess Physician Portal. If this option is selected, a valid physician’s email address must be provided. Physicians should regularly monitor the portal to minimize delays in signed orders.

When Mail or Fax is selected without the WorldView integration enabled, users will be required to manually download the PDF files and fax or mail items to physicians for signature. The Orders To Be Sent screen will help users select orders and mark items as sent using the Send button in the top-right corner of the screen.

When the WorldView integration is enabled, all orders with Mail or Fax selected in the Delivery Method field will be sent to WorldView to send to physicians via mail or electronic fax (eFax). Administrators should make sure the most up-to-date physician mailing addresses and fax numbers are saved in the physician’s profile information.

When adding, editing or deleting physician profile information in Axxess, the physician profile information in WorldView will update automatically.

Adding an Additional Order Delivery Method:

Axxess Home Care provides an additional order delivery method for organizations that subscribe to the WorldView integration. This delivery method enables physicians to receive and sign orders through the WorldView Physician Portal.

By enabling users to indicate which physicians prefer to receive and sign orders through the WorldView Physician Portal, this enhancement streamlines orders management, provides greater ease of use for physicians and promotes timely receipt of signed orders.

If an organization has subscribed to the Axxess WorldView integration and the signing physician prefers to use the WorldView Physician Portal to receive and sign orders, the user must update the physician’s profile with Electronic selected under Order Delivery Method and WorldView selected under Vendor. Users will be required to enter an email address for the physician when updating the physician’s profile.

Once these options are selected, Axxess will send a notification to WorldView indicating that the physician prefers to use the WorldView Physician Portal for viewing and signing orders.

Viewing and Receiving Orders Pending Physician Signature:

To view orders pending MD signatures, navigate to Orders Management under the View tab and select Orders Pending Signature.

View tab ➜ Orders Management ➜ Orders Pending Signature

Columns on the Orders Pending Signature screen indicate the order date and delivery method.

Order Date – Order creation date


Delivery Method – Order delivery method set at the physician level


Viewing Orders History

The Orders History screen enables users to track manually and electronically received orders. To view orders history, navigate to Orders Management under the View tab and select Orders History.

View tab ➜ Orders Management ➜ Orders History

When an order is signed and returned from WorldView, the order attaches to the order task with a unique bar code and signature. To view an order, click the printer icon on the order task.