Saving Documents

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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.

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.