Difference between revisions of "Saving Documents"
From Optisoft
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'''This page is currently under construction''' | '''This page is currently under construction''' | ||
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==Scanning Documents== | ==Scanning Documents== | ||
| − | + | In order to Scan 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. | ||
| + | *Select Add a 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. | ||
| + | *Click on Scan. | ||
| + | * | ||
==Importing Documents== | ==Importing Documents== | ||
| − | + | 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. | ||
| + | *Select Add a 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. | ||
| + | *Click on Import. | ||
| + | *Navigate to the location of the Saved Document you with to Import, select and then click Open. | ||
| + | *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. | ||
| + | *Click on Save and then Back when you have finished. | ||
[[Patients|Back]] | [[Patients|Back]] | ||
[[Main Page|Home]] | [[Main Page|Home]] | ||
Revision as of 12:10, 17 November 2014
This page is currently under construction
Scanning Documents
In order to Scan a Document to a Record, follow the below instruction.
- 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.
- You will now be able to select the Type and the Name of the Document and if necessary change the Date.
- Click on Scan.
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 a 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.
- Click on Import.
- Navigate to the location of the Saved Document you with to Import, select and then click Open.
- 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.
- Click on Save and then Back when you have finished.
