Learning how to quickly sort and locate relevant files and saved forms for patients
1.) Make your way over to the "Communications" tab on the left hand column.
2.) Under the patient feed, Locate and click on the patient chat log in question. This will open their Patient Profile, Patient Forms, Patient Tasks and Treatment Plans assigned to them and Appointments tabs in the bottom.
Click on the "Forms & Files" tab and select "File Directory"
3.) Any attached patient files will populate under the "File Directory", this includes patient charts, procedure results etc.
Tip! To upload Files, click on "Upload File" in the lower left hand corner and attach any relevant documents that are saved on the computer.
4.) Another note to be made, "Form Data" is where the patients signed forms populate. This is where you can access signed policy forms, informed consent, insurance information etc.
