Scanning an Insurance Card

1. Collect the insurance card from the patient.

2. Click to select the patient on the worklist.

3. On the navigation bar, click Financials.

4. On the Financial screen, click Insurance.

5. Click Scan Insurance Card.

6. Position the document in the scanner (note the orientation on the scanner).

7. Click Save to accept the scan (click Cancel to re-scan).

8. Repeat as necessary to scan other cards.