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.