Skip to main content
Kareo and PatientPop are now Tebra. Becoming Tebra will take time and we appreciate your patience as we transition to the new brand experience.Learn More
Tebra Help Center

Edit or Delete Document

Updated: 02/06/2025|Views: 8027

Entry information for an uploaded document can be modified or deleted from the practice's Documents page or from within a patient's chart. 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

  1. Hover over the Platform icon and select Documents. The Documents page opens.
    Note: Patient documents can also be accessed in the patient's chart.
  2. Search for the document by entering the patient's name, document name, document label, and/or notes.
Platform_Documents_Access.png

Edit Document

  1. Click the more options icon and select Edit. The Edit Document pop-up window opens.
Platform_Documents_EditAccess.png
  1. Make applicable changes to the document:
    • Name: Enter a different name for the document.
    • Label: Select a different document type from the drop-down.
      icon_tip.png Tip: Manage the document labels to show or hide preset labels.
    • Status: Click the drop-down and select a different status (In-Process or Processed).
    • Date: Click the calendar icon and set a different date.
    • Patient: Associate, update, or remove a patient.
      • To associate a patient to the document, enter the first 2–3 letters of the patient's name. Then, click to select the patient from the auto-populated results.
      • To update the patient, click the X icon to remove the patient. Then, enter the first 2–3 letters of the patient's name and click to select the patient from the auto-populated results.
      • To remove a patient, click the X icon.
    • Provider: Only applicable when uploading referral related documents to meet the Promoting Interoperability Receive and Incorporate measure. Associate, update, or remove a provider.
      • To associate a provider, click to select the provider from the drop-down.
      • To update the provider, click the drop-down and select a different provider.
      • To remove a provider, click the X icon.
    • Notes: Optionally, enter or edit any applicable notes related to the document.
  2. Click Save when finished.
Platform_Documents_Edit.png

Delete Document

There are multiple ways to delete a document. However, it is recommended to review the document details before permanently removing the file.

If a patient is associated to the document, the file will be removed from Documents and the patient's Documents page.

  1. Click the more options icon and select Edit. The Edit Document pop-up window opens.
  2. Review the document details.
  3. Click Delete. The confirmation pop-up window opens.
  4. Click Delete to confirm to permanently remove the document.
Platform_Documents_Delete.png
  • Was this article helpful?