Manage Scanned Documents
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 Document
Download 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 ...
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 ...
Move a Scanned Document
Move an Insurance Card If an Insurance card is attached to the wrong Insurance, it can be moved to the correct Insurance. In the Patient Documents panel on the Patient Dashboard, select the Patient Documents link. Click the Edit icon beside the ...
View a Scanned Document
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. Open: Displays a pop out that can be opened in another window and printed. ...