Edit Existing Document

Updated by Steven Garand

Only LMN files, word files, and spread sheets can be directly edited in the browser. All other documents must be downloaded, edited locally in an appropriate separate application, then uploaded to replace the existing document.
Choose the 'LMN' option in the 'EDIT/New File' drop down to edit an existing LMN. This will automatically look in the LMN sub folder when the File and Open menu items are clicked.
Make sure to click on File then Save after editing the document.

Options

  1. Show For: Specifies the patient folder containing all orders for the related patient or only the open order subfolder for the patient
    1. Patient: Use this option when working with documents for the patient, regardless of a particular order - Can access documents in the patient folder as well as in all order sub folders folders for the patient
    2. Order: Use this option when working with documents specific to the open order, for example a recommended letter of medical necessity (LMN) - Can only access documents for the current open order
  2. Edit/New File: Edit an existing file - The file type is based on the drop down list value - Click on 'File, Open' to open an existing file - Click on 'File, Save' to to save changes after editing a file
    1. Word: Opens a Microsoft Word style editor in the browser - Default folder depends on the 'Show For' setting (see above) - Use the File menu item then the Open or Save item as appropriate (see 'Edit/New File' above)
    2. LMN: Opens a Microsoft Word style editor in the browser - Default folder is set to an LMN folder under the current order - Use the File menu item then the Open item to open an exiting LMN - Use the File menu item then the Save item to save LMN changes
    3. Spread Sheet: Opens a Microsoft Excel style editor in the browser - Default folder depends on the 'Show For' setting (see above) - Use the File menu item then the Open or Save item as appropriate (see 'Edit/New File' above)

Actions

  1. Edit Existing Document: Set the appropriate 'Show For' option (see above), set the desired 'Edit/New File' option (see above), then click the 'pencil' icon button

How did we do?