Updated: 10/29/2024 | Views: 55
Documents related to the patient (e.g., identification, insurance coverage, authorization forms) can be added to their Patient record. The Documents tab becomes available after creating and saving the Patient record. Once documents are added to the Patient record, they are also stored and accessible under Documents.
Add Patient Document
- Find the patient then double click to open. The Edit Patient window opens.
- Select the Documents tab. The patient’s documents list displays.
Note: When selected, "Show documents attached to all records associated with this patient" displays documents that were directly added to other records (e.g., Appointment, Encounter) associated with the patient.
- Click the appropriate option to add a document:
- To select a document that is already uploaded and stored under Documents, click Browse Existing.
- To add a new document file from the computer, click Upload New.
- To add a new document using the scanner, click Scan.
Note: In order to use the scanning feature, the scanner must be TWAIN compliant. For more information, visit the TWAIN website.
For more details about how to add a document, review Add Document to Record.
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