1 Access the patient’s summary page; for instructions, see Accessing a Patient Summary.
2 In the Other Documents section of the patient summary, click View All.
3 To view a document or its attributes, do one of the following:
• To preview a specific document, click the document name in the list.
Note: Uploaded documents are identified by . |
• To view all attributes assigned to a document, hover over in the Document Type column.
4 To change the document type of a textual or transcribed document in the list, do the following:
a In the Action column, click Edit next to the textual or transcribed document that you want to assign a new document type
Note: You cannot change the document type of an uploaded document. |
b In the Edit Document Type dialog box, click a new document type in the Document Type list, and then click Save.
The document is moved to the appropriate location in the patient’s summary based upon the document type.