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Document Scanner

Written by Maria Ubaldo
Updated today

Document Scanner

Streamline your correspondence workflow.

  • Automated Sorting: The scanner connects to your inbox to review incoming documents.

  • Intelligent Routing: The system identifies the patient and the treating doctor, sorting the document directly into the appropriate doctor’s inbox for review.

  • Status Tracking: Monitor documents through the Review, Import, and Completed stages to ensure all correspondence is filed correctly.

Here’s a quick walkthrough on using Document Scanner

Email Import Feature

This allows your clinic emails to be automatically imported into the Document Sorter so they can be sorted and processed in the system alongside your other documents.

If you’d like to enable this feature for your account, simply email our team at [email protected]

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