Document Associations

Document Associations gives you the ability to associate your documents with patient records. Associations are a great method in keeping your office organized. Associations act like digital filing cabinets. Documents can be associated to Patients, Claims and Payments. However, you are only able to view or remove associations within the Documents section.

  1. Select Documents > Browser.

  2. Use the Search field or the Advanced Search button to locate the file.

  3. Click on the Association icon in the associations column.

  4. A pop-up window will display any patient numbers associated with this document.

  5. Click on the icon to remove the association.

  6. Click Close.