E-Documents: delete a signed E-Document

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E-Documents allow the patient to fill out a form while in the virtual waiting room, and electronically sign it. Users with an Account Administrator or Clinical Supervisor role can create/edit as many templates as needed, and delete templates as well. Common uses for these E-Documents include Statements of Understanding and intake forms.

 

This support article illustrates how to delete an E-Document that you have received.

 

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Answer

1. Click on the "Features" tab and select "E-Documents" from the drop-down menu.

E-Documents is 6th in the drop-down menu

 

 

2. Use the "Delete" button next to the document you want to delete. 

 

Delete button, to the right of the View button 

 

 

This article was last reviewed by our Support team on June 30, 2015.