Delete a Scanned Document

Delete a Scanned Document

Delete a Scanned Document:

  1. From the Patient Dashboard, select Patient Documents. 
  2. Select the line containing the document to highlight it.
  3. Select the Delete button.

  4. Add a Reason for deleting. 
  5. Select the Delete button.
  6. Select the Delete button on the next screen.


    • Related Articles

    • Scan Patient Documents Overview

      You can scan Patient Documents into your System using two methods: Use your local scanner to scan to a file on your computer and upload to the System. or Use IDology Direct Scanning which is a *Premium add-on feature. The Scanned Documents can be ...

    • Scan Documents without Direct Scanning

      Scan Documents without Direct Scanning If you are not using the Direct Scanning feature, you can still upload scanned documents. While most documents belong in the Patient Chart, Patient IDs and Insurance Cards can be scanned into the PM System. ...

    • iDology Direct Scanning FAQs

      iDology Direct Scanning FAQs Answer the following questions for the Troubleshooting process: What Make and Model is your scanning device? Is the driver on your device up to date? Do you have another scanner that you can try? What Web Browser are you ...

    • Insurance Management

      Insurance Management is used to manage a Patient's Insurance Profiles. The Primary, Secondary, and Tertiary Insurances are on one Insurance Profile. When the Insurance changes, a new Insurance Profile should be created. Insurance Management Insurance ...

    • iDology Direct Scanning

      *iDology Direct Scanning is a premium Add-On Feature. Contact your Account Manager for more information. The Direct Scanning integration only functions on a Windows or Mac computer. With Direct Scanning, you can scan Patient IDs and Insurance Cards ...