Patient Documents Panel/Scanning
Patient Documents Panel
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.
- Select the Modify Icon to change the Received date, Link to, or Note.
- Select to Open link the scanned images.
- Select the Printer Icon to print the scanned images.
Add or Scan Link
- The Add link opens the screen to upload an already scanned document.
- The Scan link opens the Direct Scanning feature. *This is a premium add-on feature.
Patient Documents Panel Links and Icons
- The View link displays the scanned images with the options to select Front or Back view and provides the ability to switch the images.
- The Open link displays both front and back together.
- The Print icon page where you can choose the Printer.
Scanned Document Information
- Scanned Date and Time
- Type of Document
- Where the document was scanned in the System
- View, Open, Print
Modify a Scanned Image
- On the Patient Dashboard, select the Patient Documents link.
- Select the Modify icon.
- Received
- Type
- Link To
- Note
- Select Save [F2].
Archive a Patient Document (4.11 Only)
Home > Patient > Select Patient > Patient Dashboard
- Navigate to the Patient Documents panel at the bottom of the Patient Dashboard page.
- The rightmost column contains an Archive link in each box. Find the Document you'd like to archive and select the link.
- To view archived Documents, select the Include Archived Documents checkbox at the top of the Patient Documents panel.
- To Unarchive a document, select the Unarchive link in the Archive column of the Patient Documents panel.
Scanning a new insurance card with an existing policy number will trigger an alert that the old card will be archived.
Delete a Scanned Image
- Select the Patient Documents link.
- Highlight the line you want to delete.
- Select the Delete button.