Introduction:
A patient's insurance card can be captured as an image and added to the patient chart using the Canvas Remote app on an iOS device.
Key Objectives:
- You will learn how to add a patient's insurance card image to the chart.
Additional Set-Up:
- The user must have Canvas Remote installed on an iOS device.
- Follow these instructions to set up Canvas Remote.
Video
Due to the ever evolving nature of our product, recorded videos may be slightly out of date.
FAQ:
Q: I do not see the scan QR code when I open the app. I only see the view of the camera.
A: Users have the ability to select show message on start up. If this is turned off, the camera will be ready to scan the QR code upon opening the app.
Q: My image is upside down in Canvas, how can I fix it?
A: Within the coverage card display window, you have the ability to rotate the image.
Q: The option for the patient's coverage is not available within the Canvas Remote app, what do I do?
A: The coverage must first be added to the patient's chart before an image can be captured. Verify that the coverage is correctly provided in the chart.
Q: I only have a scanned or copied version of the patient's card, what do I do?
A: You can use the Canvas Remote app to take a photo of the scanned or copied image.
Step by Step:
- Begin the process in the Registration View of the desired patient's chart.
- Navigate to Coverages located on the right hand side.
- Select Link phone and a QR code will appear on the screen.
The next set of steps are completed within the Canvas app.
- Launch the Canvas Remote application on any iOS-enabled device.
- Select Scan QR Code.
- Scan the QR using your iOS device.
- Select Capture Front of _____ Insurance Card from the menu that appears.
- Capture a photo of the Insurance Card using the displayed camera screen on the iOS device.
- Crop, rotate, and resize as needed using the options at the bottom of the photo.
- Select Capture Back of _____ Insurance Card and scan.
- Select Done. A blue checkmark appears when the image has been saved.
- Select Reset in the top left-hand corner of the Canvas app or use the “unlink phone” button in Canvas to Unlink your iOS device.
Back in Canvas
- Refresh the Registration page and the insurance card image should now be visible next to coverages.
- Click on the insurance card icon next to the coverage name to view the card.
Roles:
- Office Staff
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