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Healthcare business owners: save scanned patient files with dates

Healthcare business owners: save scanned patient files with dates

Healthcare business owners miss 'Clerk' scanned patient files, causing misfiling and audit exposure. Attachments save to the central drive with dated filenames so staff can start auditing quickly.

Healthcare business owners: save scanned patient files with dates

Overview

Misfiled scanned patient records create audit exposure and slow administrative throughput. This workflow captures 'Clerk' email attachments, renames them with consistent dated filenames, and deposits them in a central drive, ensuring files are traceable and staff can begin processing and auditing within minutes.

Notable Features

  • Save attachments to central drive
  • Rename files with received date
  • Log uploads for audit traceability

Healthcare business owners: save scanned patient files with dates