Classify a document

Your can classify a document by editing the document properties. Document properties are details that identify a document. 

1. Open your document and then select the Details tab.
2. Select .
3. Modify these document properties:
   • Document name: Name of the uploaded document.
   • Billing agent: Billing agent who uploaded the document.
   • Reception date: Date on which the billing agent received the document.
   • Clinic: Medical establishment where the healthcare practitioner provided the service.
   • Upload date: Date on which a billing agent uploaded the document.
   • Document owner: Billing agent responsible for the document.
   • Practitioner: Healthcare practitioner who provided the service.
   • Service date: Dates on which the patient received care.
4. Select Save.