How To Upload Insurance Documents For Patient?
Go to the search box which is situated in the top right corner of the main menu as shown below.
Search the patient whose information you want to edit.
That will open the patient chart of the searched patient as shown below.
Go to the Patient Information tab, and click on Identification as shown below.
Go to the Insurance Card tab as shown below.
Upload the card front and rear photos and click on the Upload button.
After uploading the insurance photos, the insurance document icon in the patient chart will turn green from red as shown below.
You can view the uploaded file by clicking on the magnification icon as shown in the above figure.
NOTE: jpeg, jpg, and pdf files are supported.
The user can also upload the insurance photos directly by clicking on the insurance document icon from the patient chart.
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