Viewing documents by other sources

The Document Center can show documents attached to patients, providers, employers, insurance, and referrals.

To view a document by another source

1.   In the Document Center, click View, and then click one of the following options:

·        By Patient –

·        By Provider/Staff –

·        By Employer –

·        By Referred To –

·        By Referred By –

·        By Dental Insurance –

·        By Medical Insurance –

A Select dialog box appears.

2.   In the Select dialog box, select the appropriate patient, provider, employer, referral, or insurance carrier.

Once selected, the current View By option appears in the bottom, left corner of the Document Center.