Your can classify a document by editing the document properties. Document properties are details that identify a document.
- Open your document and then select the Details tab.
- Select
.
- 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.
- Select Save.