Scan and Save a Document to the Non-Patient Directory

Overview

The Non-Patient Directory (NDP) is a secure document repository where documents unrelated to one specific patient are stored. These documents may include any type of correspondence to the practice, such as letters or EOBs, to name a couple.

Save to the Non-Patient Directory

  1.  Scan or import the document into OP as you normally would.
  2. Click in the Patient ID field.
  3. Click the red X located to the right of the Patient Finder. 

  1. Click OK in the confirmation window.

  1. Click in the Item Type field, and select Non-Patient Directory form the drop-down menu.
  2. Leave the Item Category field blank.
  3. Complete the rest of the document details as you normally would. 

Tip: To be able to easily search for documents saved to the Non-Patient Directory, enter a note in the Notes field. 

  1. Save the document.