Managing Documents

Managing Documents

Video Tutorial:

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Step-By-Step Tutorial - How to Delete a Document

1. Navigate to the patient profile
2. Click on Documents

   

3. Click on the 3 gray dots next to the document you want to delete

   

4. Click Delete

   

5. Confirm the delete by selecting OK

   

Step-By-Step Tutorial - How to Edit a Document Type

1. Click on your "Documents" tab on the left side of your screen

   

2. Click on Document Types

   

3. Click on the 3 gray dots next to the document you wish to edit

   

4. Click Edit

   

5. Edit the document accordingly and click Save

   

Step-By-Step Tutorial - Edit Expiration Date for an Individual Patient's Document 

1. Navigate to the patient's profile
2. Click on Documents

   

3. Click on the 3 gray dots next to the document you want to edit

   

4. Click Edit

   

5. Change the expiration date and select Save

   

Step-By-Step Tutorial - How to Edit the Document Type Attached to an Patient's Document

1. Navigate to the patient profile
2. Click on Documents

   

3. Click on the 3 gray dots next to the document you want to edit

   

4. Click Edit

   

5. Edit the document type at the top by using the drop down menu

   

6. Click Save