Linking new documents to medical plans

You can link new documents to medical plans by importing the document into Synergetic.

To link a new 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 Import Document window is displayed.

   

5. Click .

   The Select the file(s) to import window is displayed.

   

6. Locate the document to be linked to the medical plan.
7. Select the document.
8. Click .

   The document is displayed in the Source Path field.

9. Type a brief description of the document in the Description field.
10. Select a Document Classification, if necessary. See luDocumentClassification lookup table.
11. Update additional fields as required.
12. Click .

Last modified: 5/05/2017 1:33:55 PM

© 2017 Synergetic Management Systems. Published 20 July 2017.