Document History

With the Document History option, you can view the history of documents in a patient chart. This allows for complete tracking of the changes to a document over time. This includes signatures, added documents, updated fields, etc.

You can view who changed a document (User column), and when it was changed.

Access and use of Document History

Access and use of Document History

To access a document's history, open a patient chart, and right-click over the document tab in the lower left. In the screenshot below, we are in the SOAPnote section, outlined in red. When the right-click menu opens, click the History  menu item.

View Events

View Events

Click the View Events drop-down menu to choose the event type.

View Document

View Document

In the screenshot above, we have clicked All, to view all events. Click a list item to select and view its information in the lower section of the Document History dialog.

Another Option

Another Option

Also, right-click in any field in an open chart to access the document history. When the context menu opens, click Item History and then Current Document menu items.

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