For all visit types, you can preview a document without saving it to the patient’s history.
 
 
  - In the last section of the visit template, select the Preview Note button.
   
   
    A database picklist opens. 
    
Note: The list of documents is maintained in the Database Picklist panel of the Navigation Configuration system template.
    
 
    
  - Select a document to preview.
   
    A preview of the document opens. The document does not save to the patient’s history.