Re-opening a Patient Document

A Patient Document remains editable until it is emailed or printed, at which point it becomes a read-only PDF document.

Patient Documents in either state are listed in the Patient File under the Contacts tab.

To retrieve a previously printed or emailed Patient Document

(This procedure requires a PDF Reader)

  1. Locate the document under the Patient File Contacts tab.
  2. Double-click to open it in your PDF Reader.

See also: Saving and re-opening a Patient Document for editing

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

Saving and re-opening a Patient Document for editing

Accessing EXDOC-PRO, creating a template

The EXDOC-PRO screen

Creating a Recall Letter in Presentation Manager v11

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Saving and re-opening a Patient Document for editing