The Patient Tab > Clinical Notes > Viewing Clinical Notes and Finalized Encounter Notes > Change the Document Type

Change the Document Type

1 View all clinical notes for a patient; for instructions, see View Clinical Notes and Finalized Encounter Notes.

2 In the Action column, click Edit next to the transcribed or textual note that you want to assign a new document type.

Note: You can not change the document type of an uploaded note or an encounter note created within the application.

3 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.