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.

 

  1. Access the Insurance tab by going to: Patients -> Demographics -> Insurance tab

  2. Select Import Card

  3. If prompted, choose your scanner (or choose TSScan if using the ClinicTracker hosting Service)

  4. Select Black & White or Color, then click Scan

  5. Scan

  6.  Start

  7.  Enter a File Name and select OK

 

You can find information on scanning into Related Documents by clicking here.

 

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