Add Document from File
Follow these steps to add a document from a file.
1. On the Documents menu, click Add Document from File. This opens the Upload Document task.
Optionally, you can click Find Documents from the menu to open the Find Document task (or browser), and then click the Add from File button on the Task Button Bar of the browser. (For more information about the Find Document task, see Finding a Document.)
2. Click the File button on the upper left of the Upload Document task. This opens the standard Windows Open dialog. Use the Windows Open dialog to locate the file you wish to add.
3. Once you locate the file on your local hard drive, select it by double-clicking on the file, or click once on the file and then click the Open button. This returns you to the Upload Document task. Note that the Name field is now populated with the file location and name of the selected document.
4. Complete the remaining fields as follows:
Document Label: Select the document label from the drop-down list (e.g., Explanation of Benefits, Insurance Correspondence, Medical Report, Patient Correspondence, Patient Driver's License, Patient Insurance Card, etc.).
Name: You can use the same name given to the original document; or you can enter a different name, if desired.
Status: Select the document status from the drop-down list (e.g., New, Processed, or Errors).
Notes: Enter any ad-hoc notes or other data to store with the document record.
5. Click Save on the Task Button Bar to add the new document record; or to exit from the Upload Document task without saving the new record, click Cancel.
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