Progress Note Window - Documents Tab

The Document tab enables scanning of documents to a patient's record.

Select the desired document in the document list (or icon) and click open. The document can also be opened by double left clicking it once it has been selected.

Select the desired document in the document list (or icon) and click ‘properties’.

This window will allow you to rename the document and assign a document type.

Additionally, you can add remarks to the Properties of the document.

Clicking ‘email’ will open your email client and allow you to email the document.

Select the desired recipient of the email and left click OK. Your email program will open to allow you to email the document.

Selecting a destination folder will allow you to export the document.