Viewing documents by provider or staff

When the Document Center is opened from the Office Manager, you are automatically prompted to view by a provider or staff member.

To view documents by provider or staff

1.   From the View menu in the Document Center, click By Provider/Staff.

The Select Provider/Staff dialog box appears.

2.   Select the provider or staff member you want, and click OK.

The provider’s name and attached documents appear in the Document Tree.