How to edit a document?

Click on the edit icon as shown in the picture to edit any plan

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• Edit an address entry

  1. Click on the entry and then click on the small " i " icon to open the details 2. Click on the categories to add or remove if anything unwanted from the list that are already selected as in the image 3. To add a location click on add location ...

• Change the provider

  1. Click on the edit icon first. 2. Then select the provider from the list to change the plan under a different provider 3.Proceed to complete, sign and finish 4. If you want to change the referrals under the new GP's name make sure to delete the ...

• Edit the information of OHP in the address book

  If they don't have activated the portal you can update their information After search them in the address book or frequently list 1. click small " i " icon as shown in the image below 2. then use the small pen icon to edit the information (If you ...

• How to print a document

  1. Document status must be completed. 2. Click the print icon, as shown below, to print any document

• Delete a document

  Click on the delete icon as shown in the picture If you delete a draft you can't restore. If you deleted a completed document your practice manager can restore.