Why Can't I Edit a Document?

Certain document statuses and permission settings can restrict a user's ability to edit documentation. Below are two common reasons for each user type.

For Back Office (BO) Users:

1. The document is already submitted, approved, exported, accepted, returned, or deleted.
   
   
   • These statuses lock the document from further editing.
     
     
2. The user does not have edit/modify rights assigned.
   
   
   • Check user role permissions under Settings > User Logins
     
     

For CGA (Field Staff) Users:

1. The document is in QA (Quality Assurance) review.
   
   
   • While in QA, editing is restricted until the document is returned.
     
     
2. The caregiver is not the owner of the document.
   
   
   • Only the assigned clinician can edit the document unless permissions are adjusted

This FAQ was generated based on Synergy AI/EMR App Version 7.0.38.36159 and Dashboards Version: 7.0.38.14741

Important: The information in this FAQ is based on the software version available at the time of publication and is subject to change. Please use the software responsibly. HealthCare Synergy is not liable for any issues resulting from outdated or incorrect use of this information.