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Kareo Help Center

Delete a Document

Documents can be deleted from the Documents page or from within a patient's record. Deleting a document that is assigned to a patient will remove it from both the main Documents page and the patient's record. 

Access the Documents Page

Hover over the Platform icon and select Documents. The Documents page opens.

Note: Documents for a patient can also be accessed in the patient's record.

Platform_Documents.png

Delete a Document

  1. Under the Actions column, click Edit in the appropriate document listing. The Edit Document pop-up window opens.
  2. Click Delete Document. The Message alert window opens.
  3. Click Yes to confirm the deletion on the Message alert.

Platform_Documents_Delete.png

 

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