Published 05/17/2023 at 4:51pm UTC
Page viewed 26557 times
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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1. Click on the "Features" tab and select "E-Documents" from the drop-down menu.
2.Search for the document you want to delete, and then click the 'Delete" button.
This article was last reviewed by our Support team on May 17, 2023.