Upload a document and then enter the document information manually.
The Automatic document analysis feature is on by default. Turn it off to enter details manually.
Note: If your uploaded document is hard to read, you can: upload the document again, enter the document details manually, or contact customer support.
- In Documents, select Add document
.
- Turn off Automatic document analysis.
- Do one of these actions:
- Drag a file from your folder to the Add file page.
Select Browse to open File Explorer. Select your file and then select Open.
Your uploaded file appears.
- Select Next.
- To adjust the display, use the view controls at the top of the page to zoom or to rotate the document.
- (Optional) Update this document information:
- Uploaded file: Name of the uploaded document.
- Practitioner: Healthcare practitioners who provided the service.
- Clinic: Medical establishment where the health care practitioner provided the service.
- Billing agent: Billing agent responsible for processing the document.
- Service date: Dates on which the patient received the medical service.
- Reception date: Date on which the billing agent received the document.
- Document name: Name of the document.
- Select Submit document. The document appears in Documents.