To access from a patient chart in Epic
- From Chart Review, Click on Historical Data.
![Patient Chart with Historical Data option highlighted Patient Chart with Historical Data option highlighted](https://itsupport.ou.edu/TDPortal/Images/Viewer?fileName=325d23ee-bdad-4856-9d65-744b4bfa2768.png&beidInt=2)
- After clicking on Historical Data, the below opens with patient information. If the patient is not found by clicking the “Historical Data” button, enter the patient information to search manually.
![Patient Information sheet Patient Information sheet](https://itsupport.ou.edu/TDPortal/Images/Viewer?fileName=f9605999-a4d6-4efd-84bb-760191efacfa.png&beidInt=2)
Watch the tutorial first time you log in:
![Video Tutorial option highlighted Video Tutorial option highlighted](https://itsupport.ou.edu/TDPortal/Images/Viewer?fileName=6ef84391-9087-4dba-abf0-fab208bbe42c.png&beidInt=2)
To search for the documents you must start at the Encounter tab. ![Encounter tab highlighted Encounter tab highlighted](https://itsupport.ou.edu/TDPortal/Images/Viewer?fileName=0be3b454-2366-42e4-a697-4a23b2419e1e.png&beidInt=2)
From the “Encounter” tab select the encounters of the documents you need to view. (Notice the highlighted search bar. You can restrain your search of encounters based on the highlighted criteria.)
Do not click on the “Comments” to see the encounter. Use the file path under “Documents”.
![Encounter tab with files highlighted Encounter tab with files highlighted](https://itsupport.ou.edu/TDPortal/Images/Viewer?fileName=2b2cc3a5-9b2f-4109-a385-e17d95981b6b.png&beidInt=2)
To see the documents for all of the encounters you marked, click on the “Document” tab and you will be able to see the Original document and any appended documents as well.
The “File Path” is where you will click to see the documents. ![Documents tab Documents tab](https://itsupport.ou.edu/TDPortal/Images/Viewer?fileName=d6444712-102e-43e5-99f0-46f8c6d0be13.png&beidInt=2)
If you need to print documents, check the box on each line you want printed and then click Export/Print. ![Documents ab with Export / Print highlighted Documents ab with Export / Print highlighted](https://itsupport.ou.edu/TDPortal/Images/Viewer?fileName=e3e95ff8-1008-4b86-9027-6403e0e554dc.png&beidInt=2)