View a Scanned Document

View a Scanned Document

Your scanned documents can be accessed in the Patient Documents panel and in the Active Policies panel.

Patient Documents Panel

  1. View opens the document within the PM System.

  1. Open: Displays a pop out that can be opened in another window and printed.

Active Policies Panel

  • Select the Date Link beside the Insurance Policy in the Active Policies panel.


  • Hover over the Date in the Card Scanned column to get a quick view of the document.






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