Open a Document
Creation date: 6/10/2026 1:16 PM
Updated: 6/10/2026 1:16 PM
Overview
This article helps you open a document from the Practice Inbox list. You may need this when you want to review the document, assign it, or file it.
Steps
- Click Inbox.
- Find the document in the list.
- Click the patient name in the row, or double-click the row.
- Review the document details page.
Troubleshooting
- If you open the wrong document, then click Back to Inbox.
- If you are working through a queue, then use Previous or Next at the top of the page.