Recover a deleted document

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• 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.

• How to print a document

  1. Document status must be completed. 2. If the document is in the draft or pending signature then you can't print. 3.Click the print icon as below to print any document

• Search a document within MGT

  1. Click on advanced search 2. Select the provider or select all 3. You can change the date range 4. Select the document type you want to search 5. Select the document status 6. Now click on a search to get the results 7. To search the patient from ...

• Import a document from previous plan to a new plan

  1. Go to new 2. Select the document type 3. Instead of create new document select import * can't import from TCA to CP but you can import from CP to TCA

• How to edit a document?

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