- Click the Search icon with the client open.
- Type Coverage into the search bar.
- Click to select Coverage (Client).
- The Coverage screen will open. Click the View/Scan ID Cards icon. A separate window will open. If there is a previous insurance card uploaded/scanned, it will display.
- Click Scan to scan or Upload to select a file from your computer.
Expand the accordion for instructions depending on which workflow you need.
Upload
- Click Select in the pop-up.
- A file finder window will open. Click to select the insurance card image from where it’s located.
- Click Open.
- Click Upload and the image will display to the left.
- Click Save.
Scan
- In the Custom Scan section, you can select the source, change the pixel type, if needed.
- Click Scan. The image will display to the left.
- You can rotate the image if needed.
- Click Save.
Repeat these steps until both the Front and the Back of the Insurance Card have been uploaded / scanned.
Note
This information is not automatically transferred to populate any fields elsewhere in SmartCare. This icon allows you to view any previously scanned / uploaded Insurance Cards for reference. As the pop-up window can be held open at the same time as SmartCare, you can utilize multiple windows to more easily log the necessary information elsewhere for ease of use.