Search for Patient
- Navigate to the Documents tab
- Under patient search:
- Select the ‘Patient’ option
- Enter the patient’s information
Note: Last name is required (first name and date of birth are optional)
For Existing Patients:
- Locate the patient’s profile in Documents
- Click the ‘Add Documents’ link
- Add documents using either method:
- Click Scan at the top to scan new documents
- Click Upload at the top to upload existing files
- Select the appropriate document groups for classification
- Click Save to store the documents
For New or Non-Existent Patients:
- Click ‘Add patient and procedure’ link at the top
- Input all required patient information
- Complete the patient’s profile
- Follow the same document upload process:
- Use Scan or Upload links at the top
- Select appropriate document groups
- Click Save when finished
