Document FAQs

Estimated reading: 2 minutes

The most frequently asked questions about setting up and using medical notes and correspondence documents.

Document was started under wrong doctor. 

Document was entered under wrong patient. 

I canceled out of the bookmark for lab results. How do I go back to it? 

Where can I view all medical notes I started earlier in the day that need to be finished? 

How do I change or remove the alert color that is always on a document? 

I am clicking within a document and unable to type anything. 

How do I change the template used when I start a Medical Note Quick Text? 

How do you type in text input fields? 

How can I have a client initial and sign a document? 

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Document FAQs

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