This article walks you through processing your documents and sending them to your ModMed instance. Before you begin, make sure ModMed is integrated with your account.
Before processing your documents, learn more about Workspaces and Intelligent Document Processing.
Once the integration is set up, navigate to a workspace. Click the 3 dots next to the document you would like to process, then click Process:
Next, double check the data to make sure all fields are accurate, then click Send:
If you have more than one EHR integrated, select Process with ModMed, then Next. If you have not signed in within the last 30 days, click Sign in with ModMed and enter your credentials, then click Authenticate:
Select the correct patient, then click Next:
NOTE: If the correct patient doesn't match your search, select Patient not found and the documents will be sent to your ModMed instance, but not attached to a specific patient.
Next, select the encounter and click Next:
Then, select one category that matches your ModMed categories, and click Next:
Lastly, a confirmation message will display, and your document has successfully been sent to your EHR:
If you have any other questions, please reach out to support@documo.com.