We have documents that are sent as faxes that the providers want a telephone encounter so they follow up on the patient.
When we create the TE from the
Fax Inbox > Right click on Document >Create Telephone Encounter.
This action automatically puts it into the Refills Request/Orders.
When we try to move it out of this folder we get a pop up stating ” This document is associated with a progress note and cannot be deleted/moved.
The issue is that these aren’t refill requests and we don’t want it in that folder.
I’ve already tried to use the Association Deletion, but that didn’t work.
I didn’t find a practice default that would allow us to move these.
Does anyone know a way to move one of these documents to another folder?
Thanks.