The Patient Tab > The Patient Summary > Navigating the Patient Summary > View all Other Documents from a Patient Summary

View all Other Documents from a Patient Summary

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.