Edit or Delete Document

Access Documents

• Hover over the Platform icon and select Documents. The Documents page opens.
  Note: Patient documents can also be accessed in the patient's chart.

Edit Document

1. Click Edit. 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.
     Note: The label cannot be changed for documents originally set as a Summary of Care type file (e.g, Continuity of Care Received, Summary of Care Received, Summary of Care Sent, etc).
   • Status: Click to change the document status. Available status includes: New, In-Process, and Processed.
   • Date: If necessary, 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 when finished.

Delete Document

1. Click Edit. The Edit Document pop-up window opens.
2. Click Delete Document. The Message pop-up window opens.
3. Click Yes to confirm. The file is removed from  Documents and the patient's Documents page, if applicable.