Removing Documents from a Case - Patient Window - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Patient Window
Platform
OnBase
Product
Patient Window
Release
Foundation 23.1
License

When managing your cases, you may need to remove case documents that are no longer relevant or that you added by mistake. After removing a document from a case, you can still access the document in its original tab in the patient's record.

To remove a document from a case you created:

  1. Open the case tab to display its contents in the document list.
  2. Using the document list, select the documents you want to remove from the case.

    • To select multiple consecutive documents, select the first document, and then press Shift as you select the last document.

    • To select multiple documents individually, press Ctrl as you select each document.

  3. Click the Remove Selected Documents From Case button. This button is available only in case tabs.
  4. Click Yes when prompted. A confirmation message is displayed.
  5. Click OK.