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   Client Resource Center
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Credit card sign-up

Refer a colleague

Credentialing status (coming soon)

Scanning insurance cards into the system
  1. Click the Patient icon .

  2. Select the Chart Files tab.

  3. Place the card in the scanner and click the Scan button on the Chart Files tab.

  4. Select your scanner and begin the scan.

  5. The ImageProperties dialog will appear.

  6. Enter a Name and Description for the picture.

  7. Select the Billing radio button.

  8. Double-click Insurance Cards to move it to the grid on the right.

  9. Click OK. The insurance card will now appear on the Insurance tab.

  10. Following the steps above for both the front and back of the insurance card.



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