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 Plan sub-tab. See Medical Maintenance - Medical Plan tab - Plan sub-tab.
2. Select a medical plan in the grid area.
3. Click .

   The Confirm window is displayed.

   

   Note: The Unlink button is only displayed if there is an existing linked document.

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.

   Tip: You can click to add a new document.

7. Click .

Last modified: 5/05/2017 1:33:34 PM

© 2017 Synergetic Management Systems. Published 20 July 2017.