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How to Edit, Duplicate, and Void Documents in a Patient's Chart

How to Edit, Duplicate, Void, Print , and Toggle rVet Sharing on/off.

Use the 3-dot menu to Edit, Duplicate, Print, Toggle rVet Sharing on/off, or Void any document.

  • Edit

    A document via 3-dot menu or clicking anywhere on the document row to open the side rail.

  • Duplicate

    Helps you start a new document from a previous document so you don’t have to copy/paste certain fields that may have stayed the same vaccine status, current medications, etc. Please note you can always edit all fields when duplicating a document.

Pro Tip:

  • When duplicating a Chart document while the patient is checked out, the duplicated Chart document will be associated with the same visit as the original.

  • When duplicating a Chart document while the patient is checked in, the duplicated Chart document will be associated with the current visit.

  • Discard

    Is only available briefly upon initially selecting the chart for those cases where you accidentally chose the wrong chart template.

  • Void

    A document if you no longer want it to appear in the patient Charts screen. As a reminder, voided documents can be viewed via 3-dot menu and you can always undo a void.

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