Yesterday, you were pressed for time, so you quickly scanned several EOBs (as unfiled documents) into the Document Center’s Unfiled Documents Folder. Today, you need to attach those EOBs to the correct patients and insurance companies. With Dentrix, you can quickly locate those EOBs and easily attach them to their appropriate sources.
Watch this video to learn how to attach an unfiled document to its sources. (Duration 1:15)
Additional Tips
- You can also access unfiled documents by clicking the Unfiled Documents button on the Document Center toolbar.
- From the Document Center Unfiled Documents window, you can combine two or more image documents into one document; then select it, and attach it to its source.
- To learn more about attaching an unfiled document to its sources, read Modifying Document Attachments and Editing Document Information in Dentrix Help.
Check Your Knowledge
If you have access to Dentrix, check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software.) - Using any convenient method, acquire unfiled documents to the Document Center.
- Attach the unfiled document to Brent Crosby and MetLife. to the Document Center.