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🐾 Success with the Patient View
🐾 Success with the Patient View

View, edit and export your documents

Updated over a month ago

After your visit, navigate to the Patient View to see your completed documents. From this page, review the document, make any required edits, and add additional clips or generate additional documents, if necessary.

Completed documents are found in the center panel. Use the named tabs at the top to navigate between different documents. If more than one version of the document has been generated, use the numbered version selector move between versions. The most recent version of a document will always been shown by default.

Note: the most recent version of a document will always incorporate information from all available clips.
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Use the icon bar to work with your document.

  1. Flag terminology - Submits terms to the HappyDoc glossary. For example, "December" should be "Distemper"

  2. Thumbs up - Indicates that the document output is great.

  3. Thumbs down - Indicates that the document output has issues. All comments are reviewed and used to improve future output.

  4. Retry - Generates another version of the document.

  5. Edit - Puts the document in edit mode.

  6. Copy - Copies the entire document output.

  7. Print - Creates a version of the document ready to print.

  8. Delete - Deletes the version of the document.

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