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.
Related Articles
Delete a Scanned Document
Delete a Scanned Document: From the Patient Dashboard, select Patient Documents. Select the line containing the document to highlight it. Select the Delete button. Add a Reason for deleting. Select the Delete button. Select the Delete button on the ...Manage Scanned Documents (Table of Contents)
View a Scanned Document Download a Scanned Image Edit a Scanned Image Move a Scanned Document Delete a Scanned DocumentDownload a Scanned Image
Save or Print a Scanned Image From the Patient Dashboard in the Patient Documents panel, click View to display the document. Using your mouse, right-click on the image. From your mouse's right-click menu, select Print or Save Image As... (Your choice ...Statement History/View Patient Statements & Notifications
Statements > History > Guarantor number > Statements/Notification History Panel OR Patient Dashboard > Select the Guarantor's Name > Statement/Notification History A list of all Statements and Notifications is viewable on the Statement/Invoice Batch ...Scan Documents without Direct Scanning
Scan Documents without Direct Scanning If you are not using the Direct Scanning feature, you can still upload scanned documents. While most documents belong in the Patient Chart, Patient IDs and Insurance Cards can be scanned into the PM System. ...