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Viewing Archived Documents or Previously Completed Documents

How to find a previous copy of a document

Written by Sarah Weinstock

When a new document is completed in a resident’s chart, the previous version is automatically archived. Archived versions can be viewed or printed at any time.

Step 1:

Navigate to the 'Documents' section of the resident’s chart.

Step 2:

Click on the document to open the most recent copy.

Step 3:

On the right side of the document viewer, click "View Archived Versions". All previous versions of the document will be listed by date.

Step 4:

Click on the date you would like to view. The document will open in a new tab, where it can be viewed or printed.

To learn how to bulk download a resident's documents - Click here


Accessing Documents for Moved-Out Residents

  1. Go to the Residents page in the application.

  2. Scroll to the bottom of the page and click View Moved Out Residents.

  3. Select the profile of the moved-out resident you wish to view.

  4. Open the Documents tab in their profile.

  5. Select a document and click View Archived Versions on the right-hand side to see any prior versions.

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