Patient Instructions on Uploading Insurance Card from Portal to Chart

Patient Instructions on Uploading Insurance Card from Portal to Chart

This Knowledge Base article will guide ICANotes users on how their patients can upload a scanned copy (or picture) of their insurance card to the Patient Portal so that it is visible within their chart in ICANotes.    The patient will login to the Patient Portal with their credentials - https://patientonlineportal.com and navigate to Forms. In the menu on the left-side, the patient will next click into Uploads/Downloads.    Screenshot for Patient Instructions on Uploading Insurance Card from Portal to Chart   The patient will scroll down to locate Upload Forms and click into the blue area to select the scanned image from their computer.    Screenshot for Patient Instructions on Uploading Insurance Card from Portal to Chart   In the prompt, the patient will locate and select the copy of their insurance card from their computer.   Screenshot for Patient Instructions on Uploading Insurance Card from Portal to Chart   Click Open to upload.    *Supported file types are jpg/jpeg, pdf, png, gif, txt, xml, hl7, doc, docx, xls, and xlsx.    When successfully uploaded the patient will see a brief green notification at the lower corner of their screen, and the uploaded insurance card will be visible under Uploaded Forms.    Screenshot for Patient Instructions on Uploading Insurance Card from Portal to Chart   The insurance card image has successfully been uploaded to the patient's chart and can be viewed in the Downloads tab in ICANotes. Click to View this Document to see the image.    Screenshot for Patient Instructions on Uploading Insurance Card from Portal to Chart   The insurance card image will display as all other documents do.    Screenshot for Patient Instructions on Uploading Insurance Card from Portal to Chart   When finished, click to go Back to list of documents at the top left of the screen.
    • Related Articles

    • Premium Portal Instructions for Patient

      To help your patients register and use the Premium Patient Portal, please the instructions below: Patient Portal Instructions: Registration Process 1. You will receive an email from noreply@patientonlineportal.com titled ‘Welcome to Your Patient ...
    • Premium Patient Portal

      Using the Premium Patient Portal Premium patient portal functionality must be activated by Sales as it is an additional cost. If you would like to activate the Premium Patient Portal, please go to ...
    • Uploading Telehealth Forms to the Portal

      Uploading Telehealth Forms to the Portal This Knowledge Base article will guide ICANotes customers through the workflow of uploading telehealth forms to the Upload Site to make them visible to patients via the Premium Patient Portal. For more details ...
    • Scanning and Uploading Documents to Patient Charts

      Scanning and Uploading Documents to Patient Charts Follow these instructions to upload documents from your local computer into a patient's chart in ICANotes. 1. Open your web browser and navigate to the following location: https://upload.icanotes.com ...
    • Portal Intake Form Instructions (Premium Portal Only)

      ICANotes customers utilizing the Premium Patient Portal can receive profile and patient history information from their clients, and include it directly into a Complete Evaluation or Pre Admission Assessment. For more information about the premium ...