Associate an Existing Document

Follow the steps below to associate an existing document (stored in the Document section) with a patient record.

1. Select Patient > Patient.

2. Use the Search field to search through your patients.

   Place a check in the “Include inactive patients ” box to include inactive patients in your search results.

3. Select the Patient.

4. Locate and click on Documents from the right-hand side panel. 

5. Click the Add button. 

6. Select Associate Existing.

7. Use the navigation bar or the Search field to locate the document(s).

8. Place a check in the box for the document(s) you want to associate with this patient.

9. Click Save.

10. Click Save again to save the patient record.