Documents

Complete

This is the Documents tab of the Visit Editor. See Concepts|Documents for background.
[Careful observers will note that this is a screen shot from a system using a modified label for the Find button and right justified field labels.]

The buttons are as follows:

OK - save any changes and close the Visit Editor
Cancel - cancel any changes and close the Visit Editor
New - create a new document - a window will open allowing you to select the type
Edit - edit the selected document record. If the document has status Finalised you will not be able to edit the record.
Delete - delete the selected document - a confirmation window will be displayed. If the document has status Finalised you will not be able to delete it.
Print - print the selected document (or preview it or email it)
Refresh - (this button only appears when the selected document is a Letter) - refresh the document by regenerating it from its template - a confirmation window will be displayed.

This screen is very similar to the Patients|Medical Records Documents tab - see this for further information.

Confirm Delete

Complete

When you press the Delete button on the Visit Editor's Documents tab screen, a confirmation window will appear.

Press OK to confirm or Cancel to abort.

Confirm New

Complete

When you press the New button on the Visit Editor's Documents tab screen, the window below will be displayed. Select the type of document that you require and and then press the OK button.