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