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Kareo Help Center

Edit or Delete Document

Updated: 01/02/2020
Views: 2635

Entry information for an uploaded document can be modified or deleted from the main 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 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.

Platform_Documents.png

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.

Platform_Documents_Edit.png

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.
Platform_Documents_Delete.png
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