تخطي للذهاب إلى المحتوى
Front office

Patient Documents & Photo

The patient’s papers — national ID, insurance card, pre-authorisation letter, referral, external reports and imaging, signed consents — each typed, dated and attached to the file. Documents that expire warn before they do.

For:ReceptionMedical recordsInsurance desk

Where:Medical Records › Patient Documents · on the patient: Documents

Before you start

Document types
Patients › Configuration › Document Types. Tick “requires expiry” for IDs, cards and letters, and set how many days before expiry the warning starts.

How to

Attach a document

  1. Open the patient › Documents › New.
  2. Choose the type, name it (“Insurance card — front”), upload the scan or photo, enter the reference (policy or ID number), the issue and expiry dates.
  3. Save. The file shows on the patient’s document count; expired or expiring documents show a warning at the top of the patient form.

Take the patient’s photo at the desk

  1. On the patient form, click Camera beside the photo.
  2. Allow the browser to use the webcam the first time; look at the camera; Capture.
  3. The picture is cropped square and saved on the file; it prints on the patient card and the wristband.
  4. On a phone, the same button opens the phone camera.

Work the expiry list

  1. Medical Records › Patient Documents › filter Expiring soon or Expired; group by type.
  2. Call the patient to bring the renewed card; upload the new one and archive the old.
  3. The daily check also raises an activity for the person who uploaded each expiring document.

See also: Patients & Registration Payers, Plans & Memberships Patient Card & Verified Documents

← Payers, Plans & Memberships Patient Card & Verified Documents →