Manage Scanned Documents (Table of Contents)

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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 ...

• Patient Documents Panel/Scanning

  The Patient Documents Panel shows all documents that have been uploaded or scanned (such as Insurance cards and driver's licenses). Patient Documents Link Select the Patient Documents link to open a list of scanned on the Documents/Images screen. ...

• 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 ...

• 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 ...

• Add/Register a New Patient (Table of Contents)

  Patients can be added to the System from Patient Lookup, the Scheduling Dashboard > Patient Registration button, and from the Calendar. Contents Add/Register a New Patient Patient Demographics Panel Patient Address/Contact Information Panel USPS ...