Document Maintenance

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Document Maintenance

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To perform maintenance on an existing document select Document Maintenance.

 

 

Select Web Client > Tables > Clinical > Patient Education Maintenance > Document Maintenance

 

doc_maint

Document Maintenance

 

 

The table displays the following information:

 

Document Code: Displays the topic code of up to six digits

 

Description: Displays the topic description

 

Category: Displays the category to which the topic is assigned

 

 

The default listing of topics is numerical by Document Code. A search may be performed using one of the three available drop-down searches: Document Code, Description or Category. Key the search term in the search field, then select the search type from the drop-down menu to sort the list. The list may also be sorted by selecting a column header. Use the vertical scroll-bar to view the entire display list.

 

The following actions are available:

 

Blue Back Arrow: Select this option to return to the previous menu.

 

New: Select this option to create a custom document. See Create a New Document for setup options.

 

Edit: Select this option to modify an existing document. See Editing an Existing Document.

 

Refresh: Select this option to manually update the selection list if a documented is created or edited.