How to Redact a Document

John Austin Updated by John Austin

This article will describe how to redact information in a document.

Redacting a document allows information to be made safe for sending to third parties, or when documents mention more than one patient. Safeguarding, family documents mentioning multiple siblings, for example.

The Redact tool is in the Annotate menu, which can be accessed from the Filing, Tasks and Patient Documents screens.

To redact a document:

  1. Select Annotate from the Actions panel.
  2. Under Annotations, select Erase.
  3. Under Select an Erase Tool, select Redact.
  4. Select and drag your cursor over the text you wish to redact. This will create a solid black block over the selected area.
  5. Repeat the above as many times on a document as required until all data is redacted.
  6. Select Save.

This will apply the redaction to the document for all users with immediate effect.

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How to Remove a Redaction from a Document

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