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How to Edit/Personalise Documents
How to Edit/Personalise Documents

I need to edit my lab dockets and patient statement footer information.

Mario Dasca avatar
Written by Mario Dasca
Updated over 3 months ago

If you need to edit the information on the lab docket or patient statement, please follow these steps:
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Step 1: Access the Settings Page

  • Begin by navigating to the Settings Page in your system.

Step 2: Navigate to the Documents tab

  • Locate the documents tab in the Settings Page

  • Click on Documents

Step 3: Edit Documents

  • Edit the Lab Docket as desired: change text, images and your Logo

  • Edit the Patient Statement as desired: change text, images and your Logo

  • Use the Preview function to view your edited documents

Step 3: Save Progress

  • Save your project and return to the main screen

Please note:

  • By default, your documents are populated with general text


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