Add an Existing Document

How to link an existing document in EZClaim

There are various methods available to include a document in a patient record. When you add an existing document to the system, you have the option to either copy or move the file. If you no longer wish to keep a duplicate on your computer, simply select the Move option.

• In EZClaim Premier, select the Patient from the left search pane. 
• Click on the Documents tab.  There are two methods to add an existing document:
  • Drag documents into the document area of the patient record to create the link

or 

• • Right-click and select Add Document Link.

• To link a document, browse to the location where the document is saved on your computer.
  • Double-click on the file to add it to the patient record. (For Cloud customers, the documents will be located on the local drives.)
• EZClaim will ask you if you want to Move, Copy or Cancel. 
  • In most cases, you would want to click on Copy. If you no longer need a copy on your computer, select Move.
    
    
    
• Once complete, you will receive a notification that your link has been added.
  
  
  
• Your document will then appear in the document list.