Document type accuracy is essential for proper clinical organization and workflow efficiency. When documents are entered under incorrect document types or generic names, they can be difficult to locate and may disrupt clinical review processes. This article explains how to update a document to ensure proper categorization and accessibility.

User's Guide

Editing a Document

Follow these steps to modify a document within a patient's chart or from the user panel on the schedule view:

1. Access the document either within the patient chart or from the user panel

   • For clinical documents: Click the appropriate icon for the document in the patient or user panel panel (labs, imaging, consults, or uncategorized documents)

   • For administrative documents: Navigate to the patient chart and click the triple dot next to the patient header

2. Open the edit modal

   • For clinical documents: Click Edit on the document card. If editing from the patient panel, click the card to expand and access the Edit button

   • For administrative documents: Click the triple dot next to the document and select Edit from the dropdown

3. Make any necessary edits on the modal

   • Report Name: Heading that will display on the document card

   • Date: Represents the date for the event occurred

   • Labs: Date labs were collected

   • Imaging: Date imaging was performed

   • Consult Report: Date the consultation/visit occurred

   • Uncategorized Documents: Date of occurrence

   • Linked Orders: Lab or imaging order that ties to the results

   • Comment: Free text field to add additional details about the document

4. Click Save

Change Document Type

1. From the Edit modal, click Change Document Type

2. Select the new document type from the dropdown menu

3. Complete fields for the selected document type.

   • Depending on the chosen document type, additional fields such as review mode, clinical date, report type and others may need to be completed

4. Select Ready for Clinical Review or Submit Administrative Document to finalize changes

   • A green checkmark will display to confirm the change was successful

     

FAQ & Troubleshooting

Q: What happens to the document when I change its type?

A: The document will move from its current category to the new category. All document content and metadata remain unchanged - only the organizational category changes.

Q: What if additional fields are required after changing the document type?

A: Depending on the chosen document type, you may need to complete additional fields such as review mode, clinical date, or report type before the change can be finalized.

Q: How do I know the document type change was successful?

A: A green checkmark will display to confirm the change was successful, and the patient panel will refresh to show the document under its new document type category.

Related Resources

Video: Change Document Type

Data Integration

Keywords: document type, patient panel, clinical review, document management, chart organization, edit document, change document

Categories: Patient Charts, Document Management, Clinical Workflow