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Creating a Document Group (Office)

Steps:

  1. Log into your office portal, click the “Documents” tab, and select the Patient option.
  2. Enter the required patient information (first name, date of birth, and date of procedure are all optional), click “search”.
  3. If the patient has a profile in One Mnet Health, they will be available for you to select. However, if you don’t see the patient, you can create a new patient by clicking ‘Add patient and procedure’. Note: If you select this option, enter the patient’s registration information, date of procedure and physician. Once you’ve completed that information, simply click the “save” button.
  4. Once you have either located the patient from your search OR registered a new patient, you will then be taken to the patient documents page where you can scan or upload documents to the patients document group in the corresponding document folders.

Pro Tip: If you ever need to update patient information, you can do so by clicking the “here” link. If you ever want to delete the document group, you can do so by clicking “delete” on the main Patient Search page.


Next Up:
Scanning a Document

 

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