Access Existing E-Documentation

Complete the following steps to view, edit or remove an existing E-Document.

  1. Go to the Patient’s Calendar page and locate the appropriate visit. Visits with E-Documentation are displayed in orange labeled with an RN prefix link in the title. Click the RN link to open the Visit Info tab.

    Existing E-Documentation

  2. On the Visit Info tab, scroll down to the Clinical Documentation section. Existing e-Docs appear as a link below the field. To edit an existing Clinical e-Doc, click the link and select Edit Document.

    Editing an Existing Clinical e-Doc

  3. Select the course of action: View, Edit, or Remove Document.

    Accessing existing eDoc

    Select…

    To…

    View Document

    View the existing e-Doc and navigate from section to section.

    Edit Document

    Update the existing e-Doc. The Save options become available with this option. Select Save & Close once all updates are applied.

    Saving options, click Save & Next to continue

    Remove Document

    Delete the existing e-Doc. A confirmation message prompts one to confirm the removal. Removed e-Docs cannot be recovered. Press OK to proceed or Cancel to abort the action.

    Confirmation message when deleting an existing eDoc

  4. Click the Close to exit the Visit Info tab.