Feature · Documents
Patient document digitization
Scan insurance cards, consents, and packets into the chart — searchable before the patient sits.
Cards and consents stop living in a drawer; missing items show up early for the front desk.
Packets and scans share one filing story with intake and insurance.
01 · Deep dive
What this feature actually is
Dental offices drown in cards and paper consents. Digitization files them to the visit.
Searchable attachments are ready before chair time.
SAMPLE-safe handling for demos — no real patient scans on marketing surfaces.
02 · How it works
From ask to done — one loop
Built as a real surface in the practice OS — not a brochure paragraph.
- 01 · ScanCards and packets into the OS.
- 02 · FileOn the patient and visit.
- 03 · RetrieveSearch when the next desk needs them.
03 · In the clinic
A day with Patient document digitization
How front desk, clinicians, and agents touch the same truth.
- 01Capture
Phone or scanner into the chart.
- 02Attach
Right visit, right patient.
- 03Find later
Search instead of the file room.
04 · Product illustrations
See the surface
UX-style illustrations — fictional Lumen only. Each tile echoes the real product layout without photo screenshots.
05 · What you get
Included with this building block
- Insurance cards and consents in one place
- Searchable attachments on the visit
- Ready before the patient sits down
- SAMPLE-safe handling for demos
06 · Why clinics care
Robust, reliable, and in the same OS
- Less paper chaseCards are on the record.
- Visit-scopedAttachments follow the appointment.
- Works with intakePackets and scans share one filing story.
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