Documents

Folders, uploading, and emailing documents.

• Email a patient's files to an adjuster or attorney

  Pick files from any of the patient's folders and email them as attachments; every email is listed in the Email Send Log.

• Organize a patient's documents in folders

  Each patient's Documents tab has folders; open them, add your own, rename them, and remove empty ones.

• Search all files on the Documents page

  The Documents page lists the files you can see across your company, with search, a type filter and links to the patient, case or referral.

• Upload, view and download a patient's files

  Add a file to a patient's folder, look at it in the browser, rename it, download it or delete it.