Making changes to an existing document type?

*Be cautious when making changes to an existing document type as it may alter previous notes.
(If you are making drastic changes to your documentation, here is the best method to update a document type without altering previous notes)

Managing Document Types: Where to go?

1. Document types can be managed under Documentation->Customize Note Details.

Navigating the Customize Note Details Menu

1. Select a Patient Type
2. Select the Document type you would like to change
      A. Click Copy
      B. Click Paste to create an exact replica of the document

Clone of the original Document Type:

1. Add some variation to the "name type" to better distinguish between the original and the clone
(The name type is for internal purposes only and will not display on the printed format of the note)

Original Document Type:

1. Select the original document type
2. Click Edit
3. Make the document type inactive
(Making the document inactive will not affect any previous notes created under this document type)

You may now update the "clone document type" without affecting any previous notes.
For additional help, please see our Customize Note Details Article

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