Editing Document Information

After saving a document to the Document Center, you can edit the document’s information (as long as the document has not been signed).

Watch this video to learn how to edit document information in the Document Center. (Duration 1:01)

Additional Tips

• Once you sign a document, you cannot edit it. However, you can still attach the document to other sources — but the reference date, document type, description, and note cannot be changed.
• You can attach documents to a Patient, Provider/Staff, Employer, Dental Insurance Plan, Medical Insurance Plan, Referred BY, and/or Referred TO sources.
• To learn more about editing document information, read Modifying Document Attachments in Dentrix Help.

Check Your Knowledge

If you have access to Dentrix, check your knowledge with this exercise.

1. Switch to the Dentrix demo database.
   (Skip this step if you are using the Dentrix Learning Edition software.)
2. To complete this exercise, you may need to import a document and attach it to a patient.
3. Open the document attached to a patient and edit the following document information:
   • Document Type: Correspondence
   • Description: Email
4. Attach the document to provider Dennis Smith.
5. Remove all patient attachments.