Scanning Insurance Card into Insurance tab
Patients -> Demographics -> Insurance tab
Note: If you access ClinicTracker via our Hosting Service, please see the instructions for how to initially configure this ability.
View a video on scanning into ClinicTracker here.
- Access the Insurance tab by going to: Patients -> Demographics -> Insurance tab
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- Select Import Card
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- If prompted, choose your scanner (or choose TSScan if using the ClinicTracker hosting Service)
- Select Black & White or Color, then click Scan
- Scan
- Start
- Enter a File Name and select OK
You can find information on scanning into Related Documents by clicking here.