Assign a Patient to a Document

Overview

Steps

1. Click Inbox.
2. Open the document.
3. Click the patient name in the header, or click Click to assign patient.
4. Search for the patient in the patient search panel.
5. Click the correct patient in the results list.
6. Review the updated patient name in the document header.

Troubleshooting

• If you cannot find the patient, then search by a different name variation or medical record number.
• If the patient does not exist, then click the option to create a patient.