Remove a Patient from a Filed Document

To remove an incorrectly attached patient from a filed document:

1. From DocHub, select Filed from the Side Navigation Bar.

   Training Tip - You can sort the documents into any order by selecting a column header to order them by.

2. Select the document name to display a preview.

3. On the Information tab, select Edit .

4. Select Clear next to the patient's name:

   

5. Select Save changes .

6. A 'Remove patient match from document warning' displays:

   

   Select Remove patient match to continue.

The document is unlinked from the patient record, captured clinical codes are removed and the document changes to a status of Draft.