Upload documents

1. Navigate to the patient's documents tab.
2. Click the Upload button.
3. Select the file from your computer.
4. In the Add document window,
   1. Type in a title
   2. Select a category from the drop down menu
   3. Optionally, add a description
   4. Select a status from the drop down menu
      
5. Click Save.

Viewing documents

1. On the Patient browser tab, open the patient's file.
2. Click the Documents tab.
3. Right-click on a document.
4. Select View.
   

Printing documents

1. On the Patient browser tab, open the patient's file.
2. Click the Documents tab.
3. Right-click on a document.
4. Select Print.
   
5. Confirm the printing settings and complete the print.

Editing document titles, categories, and descriptions

1. On the Patient browser tab, open the patient's file.
2. Click the Documents tab.
3. Right-click on a document.
4. Select Properties.
5. In the Edit document properties dialog box, adjust the Title, Category, and Description or Status as needed.
   Image RemovedImage Added
6. Click

   Status
   title Save

   . 

Changing document status

1. On the Patient browser tab, open the patient's file.
2. Click the Documents tab.
3. Right-click on a document.

4. Select Change status and click on the desired status option.

Downloading documents

1. On the Patient browser tab, open the patient's file.
2. Click the Documents tab.
3. Right-click on a document.
4. Select Download copy.
5. In the Save dialog box, enter a Save In location and File Name.Image Removed
6. Image Added
7. Click

   Status
   title Save

   .

Deleting documents

1. On the Patient browser tab, open the patient's file.
2. Click the Documents tab.
3. Right-click on a document.
4. Click Delete.
5. In the Confirm operation dialog box, click Yes to proceed.