Sharing and Moving Documents

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There may be situations where you want a procedure in one specialty to exist in another specialty as well. To “share” this procedure, follow these steps.

  1. Right-click on the procedure and click "Properties."

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  2. The Document Information box opens.

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  3. Click the "Categories" tab.

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  4. Check the Categories where you want the procedure to appear.
  5. Click "Update" to save your changes.