Linking new documents to medical plans

Modified on Mon, 20 Apr at 12:01 AM

You can link new documents to medical plans by importing the document into Synergetic.

To link a new document to a medical plan:

Open the Medical plan sub-tab. See Medical Maintenance - Medication tab - Medical Plan sub-tab.
Select a medical plan in the grid area.
Click .
The Confirm window is displayed.
Click .
The Import Document window is displayed.
Click .
The Select the file(s) to import window is displayed.
Locate the document to be linked to the medical plan.
Select the document.
Click.
The document is displayed in the Source Path field.
Type a brief description of the document in the Description field.
Select a Document Classification, if necessary. See luDocumentClassification lookup table.
Update additional fields as required.
Click.