Saving and re-opening a Patient Document for editing

If you are working on a patient document, you can save it prior to printing or emailing, and then retrieve it for further editing.

To save a Patient Document for editing

While working on a Patient Document (not a template), when you Save it, it becomes listed in that Patient File, under the Contacts Tab:

ContactsTab-EditableDocument

Under the Category column it is listed as Work in Progress.

NOTE: Once this document is printed or emailed, it is stored as a read-only (uneditable) PDF document.

To re-open a saved Patient Document for editing

Locate it in the Patient File under the Contacts tab (as shown in the image above), and double-click it to open in EXDOC-PRO.

See also...

Using Presentation Manager

The Document Details screen

The Label Details window

Checking if you are editing a template or a patient document

Previewing and editing a template

Printing and sending to EasyPost

Emailing a Patient Document

Re-opening a Patient Document

Accessing EXDOC-PRO, creating a template

The EXDOC-PRO screen

Creating a Recall Letter in Presentation Manager v11

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Accessing EXDOC-PRO, creating a template