Specialty Ideas

18 Vote

Attach perio charting to insurance claim

You should be able to attach perio charting directly to insurance claim without having to print out the charting, scan it into document center and then copy and paste it to a claim. Very wasteful and cumbersome!
  • Guest
  • Feb 4 2019
  • Future consideration
  • Attach files
  • Janette Whittington (Certified Trainer) commented
    July 07, 2021 21:15

    You can do this.

    Open Clinical Vision. Print preview the Perio Charting.

    Click on Vision on the tool bar to go to it (leaving CV / charting open).

    Report / Insurance / Electronic claims

    Attachments / Attach / capture from desktop

    It will pop up the perio charting. Capture it and it's done.

  • +17