View and Edit Patient Documents from Provider Notes

View Patient Documents from Provider Notes

Patient > Provider Notes > Documents

Open and Edit a Patient Document

Patient > Provider Notes > Documents > Select Document > Edit

A new Documents tab is available in the right-side panel of Provider Notes, positioned after the Smart Phrases tab.

The Documents tab displays documents associated with the selected patient.
Documents are sorted by creation date, with the most recent document displayed first.
Selecting a document opens it in an overlay while keeping the Provider Notes screen open in the background.

Editable documents can be modified directly from the document overlay.
The Documents tab remains open after the document overlay is closed.
The Documents tab is available only to users with the required 11x Document Manager permission.

Open Provider Notes for a patient who has available documents.
Select the Documents tab from the right-side panel.
Review the patient’s documents, which are displayed with the most recently created document first.
Select a document to open it in an overlay without leaving the Provider Notes screen.
If the selected document supports editing, use the available editing tools to make changes.
Close the document overlay to return to Provider Notes; the Documents tab remains open.

Provides quick access to patient documents within the Provider Notes workflow.
Reduces navigation between Provider Notes and the document management area.
Allows supported documents to be reviewed and edited without leaving the current Provider Notes session.
Maintains the Provider Notes context while documents are being accessed.