Deleting a Document Manager Packet

You can delete a Document Manager packet. A packet with all selected templates can be deleted if created in error or no longer needed.

Do one of the following:
- Single facility: Admin > Document Manager > Packets.
- Multi-facility: > Management Console > Operations > Document Manager > Packets.
Click Packet Name.
Click Delete.
Click OK.

Best Practices:
- Build a Corporately scoped packet and include all Documents in which your entire organization distributes to Residents.
- Build Line Of Business scoped packets and include all documents in which your specific Lines of business distributes to Residents.
- Build State specific scoped packets and include all state required documents to be distributed to Residents.
- Build Facility specific scoped packets for each facility to include facility specific documents which are distributed to Residents, such as price lists.
After building all your required packets, you can select multiple packets to be applied and generated for a Resident. E.G.: A Resident can be assigned your Corporate packet, The Line of Business packet, the State packet that applies to the province they reside in and the Facility packet they reside in, then all included documents and forms can be generated for signatures form the Resident and/or Responsible party.

When Scope is changed, all Document packets templates are cleared and need to be selected.
The packet only appears to be generated for a Resident on or after the effective date enter.
Scope only appears in packets created at the management console.
You cannot edit or delete a Corporately or LOB scoped Packet at the Facility Level. Edit and delete must be completed at the management console.
A Packet requires at least one Document Template to be included.
Packet ID, Created by and revision by fields are populated and show after saving or revising the packet.

Skilled Nursing Facilities