Updated: 01/02/2020
Views: 2960
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.
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Edit Document
- Under the Actions column, click Edit in the appropriate document listing. The Edit Document pop-up window opens.
- 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.
- Click Save to record your changes.
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Delete Document
- Under the Actions column, click Edit in the appropriate document listing. The Edit Document pop-up window opens.
- Click Delete Document. The Message pop-up window opens.
- Click Yes to confirm.
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