Delete a Document from Pending Work

Overview

Steps

1. Click Inbox.
2. Open the document.
3. Click the Document tab.
4. Click Delete Document.
5. Enter a deletion reason if the document was not imported to the electronic health record (EHR).
6. Click Delete, or click Delete & Next if you want to move to the next document.
7. Look for the confirmation message.

Troubleshooting

• If the document was not imported to the EHR, then enter a reason before you continue.
• If the document already shows Deleted, then the item is already archived from pending work.