Editing document details

To edit a document's details

How to get there

Use the Patient Search box to access a patient's record.
Notes:
- If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
- You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, under General, click (or tap) Document Manager.
The patient's Document Manager page opens.

On a patient's Document Manager page, select the check box of a document.
Click (or tap) Edit.
The Edit File Details dialog box appears.
Change any of the following as needed:
- Title - The name of the document.
- Tags - The categories or classifications for the document or image. To add a tag, begin typing in the search box, continue typing as needed to narrow the results list, and then either select the desired tag or the '[text]' (Create) option (where [text] represents the text that you have typed) to add a new tag (which can be used to tag any other patient's uploads, too). Repeat this process as needed to add other tags to the document or image. To remove a tag from the document or image, click (or tap) the X next to that tag. In the document manager, you can view documents and images by tags. Each document or image can have up to five tags.
Click (or tap) Save.