Edit Filing Details

Kevin Wall Updated by Kevin Wall

This article describes how to correct mistakes in the Filing Details of a document.

If a document is filed incorrectly with mistakes made in the Filing Details, such as; Event date, Description, Organisation name, Department or the Folder selected. All these fields can be amended to correct any errors found.

To edit the Filing Details of a document:

  1. Search and find the Patient record.
  2. Select the Patient record to open all their documents in the Patient Documents screen.
  3. Select the document you would like to modify.
  4. In the Document Actions column on the right, select Filing Details.
  5. Edit the Filing Details as required. Use the dropdowns, date picker, or free text to make the amendments necessary.
  6. Ensure to tick the box named Add Document link to Clinical System and add an appropriate Filing Code. This will ensure that the updated document and the details are added to the clinical system with the amended details.
  7. Select Save, this will update the details in Docman and your Clinical System.
A warning prompt will remind you to remove the document with the previous incorrect details from your Clinical System. Docman can only add information to the Patient record, not remove it.

How did we do?

How to Redact a Document

Contact