Move 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.

  1. In the Patient Documents panel on the Patient Dashboard, select the Patient Documents link.
  2. Click the Edit icon beside the Insurance Card you want to move.
  3. In the Pop-up, select the correct Insurance.
  4. Click Save (F2).


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