Link scan documents
1 min
to link scanned document or groups of scanned documents to a patient and provider, complete the following steps go to special / scan process or click the ellipsis in the look in field and select the location of the scanned document select the scan you want to link to a patient complete the following fields patient provider date subject file location (select from the drop down list) category (select from the drop down list) note determine if the file needs to be reviewed by a provider or not file needs to be reviewed by a provider enter the provider's name in the provider field make sure the sign document box is not ticked file does not need to be reviewed by a provider tick the sign document box click apply to save changes