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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 a Scanned Image
Save or Print a Scanned Image From the Patient Dashboard in the Patient Documents panel, select View to display the document. The document image will display. Select the Print icon to print the document. Learn More Delete a Scanned Image Direct ...
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
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 ...
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. ...