Deleting Filed Documents

Kevin Wall Updated by Kevin Wall

This article will cover the steps required to delete filed documents.

For documents filed to the incorrect patient or with incorrect filing details, these errors can be corrected and there is no need to delete and re-file the document. However, you may at times need to delete filed documents. For example, for a duplicate document, or where pages have been missed or ordered incorrectly during scanning.

If you are unable to delete documents yourself, speak to your System Administrator to enable the appropriate access for you. The Feature in Roles to allow you to delete a document is: Delete Filed Documents

This feature is available in standard roles: Systems Support Access Role / Docman System Administrator / Docman Supervisor. This feature may have been added to any custom roles in your system.

To delete filed documents:

  1. Search for the Patient record.
  2. Identify the document that requires deleting.
  3. Select Delete from the Document Actions panel on the left.
  4. A prompt will appear telling you this is a permanent step, and asking for a reason. Add the reason, for example, "Duplicate document".
A system prompt will remind you to delete the corresponding entry manually in your clinical system.
Documents that are still active Review / Tasks will not be able to be deleted until all the associated Tasks are complete. This is indicated by the Task icon in the document entry in the Patients Documents screen.

How did we do?

How to Remove a Redaction from a Document

How to Duplicate Documents Using the Clipboard

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