Difference between revisions of "Saving Documents"
From Optisoft
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==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. | ||
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*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. | *Select Add a New Document from the Document tab located at the bottom of the Record screen. | ||
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*You can now choose to make Notes against the Scan, by either free typing, or selecting from the predefined drop down list. | *You can now choose to make Notes against the Scan, by either free typing, or selecting from the predefined drop down list. | ||
*Click on Save and then Back when you have finished. | *Click on Save and then Back when you have finished. | ||
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==Importing Documents== | ==Importing Documents== | ||
Revision as of 16:41, 23 February 2017
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.
- This should then launch your scanners software. Scan the document.
- You will now see a preview of the document you have just scanned.
- You can now choose to make Notes against the Scan, by either free typing, or selecting from the predefined drop down list.
- Click on Save and then Back when you have finished.
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.
