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KDA43920
Canine III

DOCUMENTS

Is there a way to transfer a document from one patient to another? Example:  a double-sided EOB with two different patients, one on each side...I have to delete the one page and then scan it in again once I'm in the other patient's documnets. 

Jon Kohler
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1 Reply
tsalcido
CS Dental Employee
CS Dental Employee

Re: DOCUMENTS

There is a way to include both patients in the one import or scan rather then transfer. Try theses steps on a couple of patients. You can delete the test after you are completed under each of their documents. 

1. When in the capture new document, click under Additional references and select Patient.

tsalcido_0-1639424068797.png

2.Click on the button, Select Record, the patient list will pop up. Select the other patient by double clicking.

tsalcido_1-1639424185094.png

Results:

tsalcido_2-1639424238938.png

You are now ready to continue your other steps to scan or import after clicking ok. 

Don't forget to check each of their documents to see them attached.