Help SiteClinic Users DMSNew or Missing Scanned Documents

New or Missing Scanned Documents

Within the DMS portal you have the ability to review documents that have mis-scanned and attach them to the proper folder (Visit/Client/Patient).  You may also upload documents from your computer into a DMS folder (Visit/Client/Patient).

From the Home screen select the "DMS Management" Navigation button

Within DMS Management there are two navigation tabs at the top of the screen

  • Missing
  • New

1.  You can view the missing document by selecting the pdf in the table on the left and view the image on the right.

2.  To attach the document to the correct folder (Visit/Client/Patient), enter the appropriate ID in the box, choose the folder you wish to link the document too and select "Link"

3.  You are also able to upload new documents in PDF format into the DMS system by selecting the "New" tab at the top of the screen

4.  Select the file from your computer (follow the steps)

5.  To attach the document to the correct folder (Visit/Client/Patient), enter the appropriate ID in the box, choose the folder you wish to link the document too and select "Upload"