Linking existing documents to medical plans

You can link existing documents to medical plans by selecting a document stored in the Synergetic document management (DocMan) system.

To link an existing document to a medical plan:

  1. Open the Medical plan sub-tab. See Medical Maintenance - Medication tab - Medical Plan sub-tab.
  2. Select a medical plan in the grid area.
  3. Click .
    The Confirm window is displayed.
  4. Click .
    The Add Existing Document to Medical Plan window is displayed.
  5. Filter displayed documents using the Filter area fields, if necessary.
  6. Select a document from the grid area.

    You can click  to add a new document.
  7. Click .