Difference between revisions of "Saving Documents"

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'''This page is currently under construction'''
 
  
 
==Scanning Documents==
 
==Scanning Documents==
 
In order to Scan a Document to a Record, follow the below instruction.
 
In order to Scan a Document to a Record, follow the below instruction.
<center>[[image:AddingDocuments.jpg|border|700px]]</center>
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<center>[[image:PatientsDocuments2022.png|border|900px|Patients Documents]]</center>
 
*You will first need to find a patient record.
 
*You will first need to find a patient record.
*Select Add a New Document from the Document tab located at the bottom of the Record screen.
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*Select Add New Document from the Document tab located at the bottom of the Record screen.
*You will now be able to select the Type and the Name of the Document and if necessary change the Date.
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*You will now be able to select the Type of the Document.
*Click on Scan.
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*Click on Scan and then choose One for a single scan or Multiple for numerous scans.
*
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*This should then launch your scanners software. Scan the document.
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*You will now see a preview of the document you have just scanned.
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*Optisoft.Net will automatically generate a name for your scanned document, which you can change if necessary. You can also update the Date at this stage.
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*You can now choose to make Notes against the Scan by clicking the Add New Note button.
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*Click on Save and then Back when you have finished, or use the Auto Save feature.
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==Importing Documents==
 
==Importing Documents==
 
In order to Import a Document to a Record, follow the below instruction.
 
In order to Import a Document to a Record, follow the below instruction.
<center>[[image:AddingDocuments.jpg|border|700px]]</center>
 
 
*You will first need to find a patient record.
 
*You will first need to find a patient record.
*Select Add a New Document from the Document tab located at the bottom of the Record screen.
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*Select Add New Document from the Document tab located at the bottom of the Record screen.
*You will now be able to select the Type and the Name of the Document and if necessary change the Date.
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*You will now be able to select the Type of the Document.
 
*Click on Import.
 
*Click on Import.
*Navigate to the location of the Saved Document you with to Import, select and then click Open.
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*Navigate to the location of the Saved Document you wish to Import, select and then click Open.
 
*You will now see a preview of the document you have just selected.
 
*You will now see a preview of the document you have just selected.
*You can now choose to make Notes against the Document, by either free typing, or selecting from the predefined drop down list.
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*Optisoft.Net will automatically generate a name for your imported document, which you can change if necessary. You can also update the Date at this stage.
*Click on Save and then Back when you have finished.
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*You can now choose to make Notes against the Document by clicking the Add New Note button.
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*Click on Save and then Back when you have finished, or use the Auto Save feature.
 
[[Patients|Back]]
 
[[Patients|Back]]
  
[[Main Page|Home]]
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[[Optisoft.NET Help|Home]]

Latest revision as of 14:42, 10 March 2022


Scanning Documents

In order to Scan a Document to a Record, follow the below instruction.

Patients Documents
  • You will first need to find a patient record.
  • Select Add New Document from the Document tab located at the bottom of the Record screen.
  • You will now be able to select the Type of the Document.
  • Click on Scan and then choose One for a single scan or Multiple for numerous scans.
  • This should then launch your scanners software. Scan the document.
  • You will now see a preview of the document you have just scanned.
  • Optisoft.Net will automatically generate a name for your scanned document, which you can change if necessary. You can also update the Date at this stage.
  • You can now choose to make Notes against the Scan by clicking the Add New Note button.
  • Click on Save and then Back when you have finished, or use the Auto Save feature.

Importing Documents

In order to Import a Document to a Record, follow the below instruction.

  • You will first need to find a patient record.
  • Select Add New Document from the Document tab located at the bottom of the Record screen.
  • You will now be able to select the Type of the Document.
  • Click on Import.
  • Navigate to the location of the Saved Document you wish to Import, select and then click Open.
  • You will now see a preview of the document you have just selected.
  • Optisoft.Net will automatically generate a name for your imported document, which you can change if necessary. You can also update the Date at this stage.
  • You can now choose to make Notes against the Document by clicking the Add New Note button.
  • Click on Save and then Back when you have finished, or use the Auto Save feature.

Back

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