Unfiled documents overview

Sometimes you have a bunch of documents to scan or import or multiple image files to import. Instead of having to acquire each item and attach it to an entity (such as a patient or a provider) one at a time, you can acquire a batch of related or unrelated documents and images for the same entity or various entities (patients, providers, staff members, employers, referrals, and/or insurance plans). Then, as you have time, you can attach these "unfiled" documents to the applicable entities.

A document as considered unfiled if it was acquired using one of the following methods:

By printing with the Document Center printer driver from another program. The printed document is imported as a .pdf file.

By acquiring a new document (from a device, by scanning, by importing a file, or by pasting from the Clipboard) in the Document Center Unfiled Documents window.

By removing all attachments from a document, thus making it an unfiled document.

To learn about how to work with unfiled documents, click any of the following links:

Accessing unfiled documents

Combining documents

Attaching unfiled documents