- Patient Records: Scan document, Name document (Pt Name, Document Name, where it came from if not RRCC, date), save in @Import folder in the Share Drive.
- Find Patient in ChiroTouch Front Desk, Patient Management, search name, open Patient Records, click on (+)New, File, Import File, Select saved file. Ensure it is now located in Patient Records.
- If record is related to DOT Exam, also upload in 3bExam: Exams, Search Exams, search by last name
- Click on the little up arrow, then Choose File, Choose Record, under document type select Last Treatment Note from Physician, Upload.
- If Record says scan to FM Logics, also upload to FM Logics: Patients, type last name,then search
- Click on File Cabinet, then Choose File, choose record; check the box next to allow patient to access this file, upload file.
- Delete Documents in @Import folder after ensuring it is in Patient Records and/or 3bExams or FM Logics.
- Receipts: Scan document, Name document (document name & date), save in @Receipt folder in the Share Drive.
Updated 7-31-2024