Manage a Paperwork Packet
Packets are built to be flexible and are your hub for keeping all information related to a patient's procedure at hand. View and fill in documentation, and link appointments, journal entries, files, and images as needed to keep everything in one place. Create journal entries directly from the Packet, or view the patient's health declaration and medication log, all without leaving it.
Each user can drag and drop the sections in the sidebar to reorder them. This is set per user and once you choose an order, it stays the same across every Packet you open, while other staff members can set their own order independently.
A packet can be deleted as long as none of its forms has been completed.
There are two staff roles in Paperwork:
- All staff — can create Packets, link appointments, files and journal entries, and fill in and save documentation as a draft.
- Staff with edit access — can do everything above, and also re-edit saved documentation and mark it as complete.
Contact your GDE to set up edit access for the relevant team members.
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