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Linking existing documents to medical plans
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:
- 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 Add Existing Document to Medical Plan window is displayed. . - Filter displayed documents using the Filter area fields, if necessary.
- Select a document from the grid area.
Tip: You can click to add a new document.
- Click .
, multiple selections available,
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