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.
View a Scanned Document
Patient Documents Panel
- 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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Delete a Scanned Document
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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 ...Move a Scanned Document
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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