<< Click to Display Table of Contents >> Navigation:  Table Maintenance - Clinical > Document Maintenance

To perform maintenance on an existing document, select Document Maintenance.

 

 

Select Web Client > Tables > Clinical > Document Maintenance. The Patient Education Document Search window is displayed.

 

Document Maintenance

 

 

The grid 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 sort is numerical by Document Code. You can search 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.

 

From the Patient Education Document Search screen, you can access the following actions:

•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.

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