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Click on ‘Documents’ from any of the clinical
screens, and you will see the chart categories you define for your practice.
Double click on any document, and you will see it – you can then print, fax,
or email the document. Insurance companies and carriers prefer well
organized charts. It saves time for all staff members to be able to quickly
locate documents without having to hunt for the chart.
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Any entry with a ‘+’ sign has items below,
just point to this and it will display the category.
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Documents can enter the system by means of
scanners, email, fax, word processing, digital camera downloads or other
means. Each document is shown with the date and time, a description, and
the means by which it entered the system.
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Need to fax or email a group of documents?
Just point and click ‘add document’ and the system will accumulate the
list and send it for you.
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