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Editing Document Info

After a document has been added to a patient's chart, you can update its metadata using the Edit Document Info dialog.

Opening the Dialog​

In the EMR Viewer, right-click a document and select Edit Page Info, or select the document and use the Edit Page Info action.

Editable Fields​

Section​

Select the chart section for this document from the dropdown. Check Show Inactive Sections to include deactivated sections in the list.

Service Dates​

  • Starting Date — The service start date (mm/dd/yyyy)
  • Ending Date — The service end date (mm/dd/yyyy)

Classification​

  • Plan — Link the document to a specific treatment plan
  • Event — Link the document to a specific appointment
  • Provider — The source provider

Document Title​

A descriptive title for the document. This text appears in the chart tree view.

Saving Changes​

Click Ok or press F3 to save the updated metadata. Click Cancel to discard changes.

When to Edit Document Info​

Common reasons to update document metadata:

  • Reclassify a document — Move it to a different chart section
  • Correct dates — Fix service dates that were entered incorrectly
  • Link to a plan or event — Associate a document with the correct treatment plan or appointment after the fact
  • Add a title — Give an untitled document a descriptive name for easier identification