Steps:
- Log into your office portal, click the “Documents” tab, and select the correct physician from the drop-down menu.
- Enter the required patient information (first name, date of birth, and date of procedure are all optional), click “search”.
- If the patient has a profile with One Medical Passport documents, they will be available for you to select. However, if you don’t see the patient, you can create a new patient by clicking that option.Note: If you select this option, enter the patients registration information as well as the date of procedure. Once you’ve completed that information, simply click the “register” button.
- 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 buckets.
Pro Tip: If you ever need to update patient information, you can do so by clicking “update.” If you ever want to delete the document group, you can do so by clicking “delete.”
Next Up:
Scanning a Document
