View policy documents and history

You can view the current policy or procedure document and make changes to it. When you view a document, you can view previous versions of it, but you can only make changes to the current version.

  1. Go to Practice compliance.
  2. From the Compliance list, select Policies & procedures. Any existing documents are shown.

  3. Select an existing document to edit it, then select Edit current version.

  4. Previous version are shown in the version history section on the right. Select a date to view the version of the document on that date.

    You cannot edit previous versions of the documents, only the current version.