How to Delete Filed Documents

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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 and open the Patient record.
  2. Identify the document that requires deleting.
  3. Select Delete from the Document Actions panel on the right.

A prompt will appear to tell you that this is a permanent step and to provide a reason for the deletion.

Please note: The Delete option will not be available in the Document Actions panel for documents that are still active Review / Tasks until all the associated Tasks are complete. This is also indicated by the Task icon in the document entry in the Patients Documents screen.
  1. Enter the reason, for example, "Duplicate document".
  2. Select Delete to complete the process.
A system prompt will remind you to delete the corresponding entry manually in your clinical system.

How did we do?

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How to Duplicate Documents Using the Clipboard

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