Edit Document Entry

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 a Document Entry

1. Under the Actions column, click Edit in the appropriate document listing. The Edit Document 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.