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Removing a file from a patient chart and attaching it to the correct patient chart
Removing a file from a patient chart and attaching it to the correct patient chart

What to do if you attach a fax or document to the wrong patient

Updated over a week ago

Mistakes happen. If you accidentally upload or attach a file to the incorrect patient chart, you can download the file in question to your computer and then upload it to the correct patient chart.

Steps

1. Open the Patient Files area of the patient chart (see Viewing and modifying patient files).

2. Click the file added in error.

3. In the top-right corner of the window that opens, click the download icon to save a copy to your computer.

4. Open the correct patient chart and upload the file that you saved to your computer to their chart. For detailed instructions, see Uploading patient files.


5. Open the incorrect patient chart and archive the file from their Patient Files area (see Archiving patient files).

6. Securely delete the file from your computer.

Updated May 5, 2022

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