ModMed Cheat Sheets

How to Delete Attachments

1. Go into patient chart

2. Click Manage Attachments

3. Select the intended attachment and select Delete Selected Files to attempt to delete the file

a. In the event the attachment cannot be deleted because it is attached to a fax, a message will show up at the top

4. Top of screen go to Document Manager

5. Click Manage Faxes

6. Click Sent Faxes

7. Click on Filter (type in patient Name or MRN, etc.)

8. Click Archive Fax

9. Go back to patients chart and Manage Attachments tab

10. Select the attachment you want to delete

11. Click Delete Selected Files

Scanning in Documents

1. Go into patients chart

2. Click on Manage Attachments

3. Click on Upload Files

4. Scan the document into paperport

5. Click the document in paperport and drag it to Upload Files on ModMed screen

6. Click Done Uploading

7. Title the document and select the correct category

8. Click Save