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      Setting Up Document Linking Path EZClaim Premier

      Follow the steps below to set up Document Linking in EZClaim Premier

      To access the Document Linking Setup, first review this article. Then follow the steps below.

      • Click on the '...' button next to Base Document Link Path 
      • This will bring up the Browse For Folder Window 
      • Click on This PC to show all of the available folders. Find Client000xxx Z: Drive section and click to expand

        Browse For Folder Document Linking_2

      • After selecting the Z: Drive, if a Documents folder does not exist, select Make New Folder and name it Documents.
        • This is where copies of your linked documents will be saved for users to view when linked to the patient record.
      • Once the new folder is named click OK

        Make New Folder
      • The Base Document Link Path is now set 
      • Click Save & Close 

      You are now ready to link documents to your patient profiles. Follow the instructions in the related article Adding a document to EZClaim Premier through document linking