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Ability to edit document titles when saving them

  • August 27, 2026
  • 1 reply
  • 25 views

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It would be very helpful if you could edit the title of documents when you save them to customize them for each patient rather than the document being saved as the letter template title- for example- if writing a endo referral for a UR6 it would be helpful to be be able to save it with that title rather than just referral (the template title) so the admin and clinicians can get a better idea of what correspondence has been sent and received without having to open the documents up each time. Thanks

 

1 reply

Ysy Lees
Community Manager
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  • Community Manager
  • September 10, 2026

Hello! While uploaded/scanned patient documents have an editable description (used as the display name) I appreciate this isn’t currently possible for letters generated from templates. I have passed this on to the product team and will update the thread here with any changes.