Document Management
Use Document tasks to store computer files or to scan or fax copies of paper documents into the system. A document record includes the actual file and descriptive information, such as a document name, label, status, and free-form notes. When you upload computer files or scan or fax paper documents into the system as document records, they are stored remotely on the server and can be accessed from any desktop computer.
There are two places to store documents in the system. First, you can attach documents directly to specific records while the record is open; such as patient, encounter, payment, and provider records. Second, you can store documents in the central documents storage area of the application, which serves as a general repository for documents, and then process those documents and attach one or more pages to various records in the system.
For more information on managing documents, read the following help topics:
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