Related Articles
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 ...
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
Delete a Scanned Document
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 ...
View a Scanned Document
Your scanned documents can be accessed in the Patient Documents panel and in the Active Policies panel. Patient Documents Panel View opens the document within the PM System. Open: Displays a pop out that can be opened in another window and printed. ...
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. Click the Edit icon beside the ...