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Upload Scanned Documents
Upload Scanned Documents There is a 2MB file size limit for uploads, and this cannot be increased, and TIF files are not supported. With the Direct Scanning feature (Premium Add-On), you can scan Drivier's Licenses (IDs) and Insurance Cards directly ...
Delete a Scanned Document
From the Patient Dashboard, select Patient Documents. Select the line containing the document to highlight it. Select the Delete button. Add a Reason for deleting. Select the Delete button. Select the Delete button on the next screen. Learn More View ...
Print Forms
The forms will electronically complete with the mappable fields that you added to the form. You can print specific forms from the Patient Dashboard, Scheduling Dashboard, or Encounter Dashboard. Print a Form from the Patient Dashboard Select Patient ...
Manage Scanned Documents (Table of Contents)
View a Scanned Document Download a Scanned Image Modify a Scanned Image Move a Scanned Document Delete a Scanned Document
Move a Scanned Document
Move an Insurance Card If an Insurance card is attached to the wrong Insurance, it can be moved to the correct Insurance. In the Patient Documents panel on the Patient Dashboard, select the Patient Documents link. Select the Modify icon beside the ...