Saving Documents

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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 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.

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