To Edit Text During Deficiency Completion

When processing signature deficiencies, the system allows you to edit (add, update, or delete) text on certain types of documents. These are typically transcribed documents that enter the system through an electronic interface (COLD feed). You know you can edit a document when the Cut, Copy, and Paste buttons are enabled in the viewer toolbar. See About Text Editing.

Text editing functions do not allow you to cut, copy, or paste to or from Word files or the Windows clipboard. The clipboard used is local to the viewer.

To edit text during completion of signature deficiencies, do the following:

From the deficiency worklist, Signatures option, access a signature deficiency. With the document image in the viewer, review the text.

Note: To read the text more easily, you can change the font face and font size by using the Font option from the Document menu. Changes to either of these settings apply to the entire document and stay in effect until you exit the viewer.

Identify the text that you want to update. Make your editing changes as described in the following list. See the Edit menu/toolbar options. There is no limit to the text added, updated, or deleted.

To add text: Place the insertion point in the spot where you want to insert text. Type the text you want to add.
To delete text: Highlight the text and click the Delete key or click the Cut button. For a cut, text is saved in the clipboard.
To copy text: Highlight the text and click on the Copy button. Text is saved in the clipboard.
To paste cut or copied text: Place the insertion point in the spot where you want to insert the text from the clipboard and click on the Paste button. Text cannot be copied in from a Word file or the Windows clipboard.
To reverse a text editing action: Click the Undo button.
To reapply a reversed text editing action: Click the Redo button.

When you finish editing, click the Sign button to sign the deficiency. Your edits will be saved on the document and the “Authenticated and edited by...” stamp is placed on the last page of the document. Edits are not saved if you skip, decline, or exit the deficiency.

The newly edited document becomes the current document and is displayed on the document tree at the top of the list (if versions are retained). Depending on the system setting your institution has chosen, the original document may be retained as a predecessor version or it may be deleted.

Completed edits are not viewable until the module programatically affixes the edited text and your signature, and then re-releases the image to the system.

For documents with multiple signature deficiencies, another physician can also edit and sign this document, but not at the same time you are accessing it.

To Edit Text During Deficiency Completion

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