Friday, October 15, 2010

LSS Hints: Changing Author of Documents

Occasionally, you need to enter information into a document that has previously been assigned to another provider.  For instance, if you see one of your partner's patients, and the encounter information still has your partner listed as the author of the document associated with the provider.

To do this
  1. Select the document associated with the encounters.
  2. Press the Edit Providers footer button.
  3. If your are not the author listed under the Author heading, click on the Add Providers footer button.
  4. There are two toggle buttons in the middle of the window, Provider and AuthorThe Provider toggle button is to add additional providers as signers of the document.  The Author toggle button is to change the primary author of the document.
  5. Press the Author button to select and highlight the button.
  6. Enter your name in the provider lookup window, and click on your name to select it.
  7. Press OK to change the name under the Author heading.
  8. Press Save to save the changes.

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