Invoke Patient Menu from the Billing Menus to search the patient. Patient search can be done using Patient Last Name, First Name, Patient Insurance, SSN,Home Phone, MR# or DOB (Date of Birth) .
Select the appropriate Patient from the search result and go into the patient’s demographics.
Once the patient demographic page open, invoke the Documents tab to open the Document Management page.
Move towards the right side and click on Upload Document Area or Drag the file into the Upload Document area and drop it.
If you click on the Upload Document area, it will direct you to choose the file to upload.
Click on open button to upload the file into the Documents.
otherwise, Drag the file into the Drag and Drop area and Drop it.
Once the file is uploaded, fill up the necessary such as File Name, Document Type and Provider before saving it.
other information can also be updated if required. Once it is completed, Click on Save button to save the file into the Documents and the saved file can find as shown below