Edit or Delete Document

Access Documents

• 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.

Edit Document

1. Under the Actions column, click Edit in the appropriate document listing. The Edit Document pop-up window opens.
2. Make changes to the document listing, as necessary.
   • Name: Change the name of the document.
   • Label: Select a new document type from the drop-down. The Label cannot be changed for documents originally set as a Summary of Care.
   • Status: Click the drop-down and select a new status.
   • Date: Change the date associated with the document.
   • Patient: If a patient was previously added to the document listing, the patient's name will display and cannot be changed. Otherwise, a patient name can be entered and associated with the document.
   • Notes: Add or modify notes related to the document.
3. Click Save to record your changes.

Delete 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 pop-up window opens.
3. Click Yes to confirm.