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.

Learn More: Access the Direct Scheduling Feature; Patient Dashboard Scanning; Direct Scanning: Insurance Card; Direct Scanning: Driver's License

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 Scanned Document

If you want the Scanned Document to still be in the System has been used on previous Encounters, you cannot mark it inactive.

• Go to the Insurance Profile in Insurance Management
• Use the Expiration Date field to make the Policy Profile inactive

• This process also makes the Scanned document inactive.

Delete a Scanned Image

• Select the Patient Documents link.
• Highlight the line you want to delete.
• Select the Delete button.