Saving Documents - Revision history

Optiwiki at 14:42, 10 March 2022

2022-03-10T14:42:21Z

Optiwiki at 11:44, 25 February 2022

2022-02-25T11:44:17Z

Optiwiki at 11:42, 25 February 2022

2022-02-25T11:42:25Z

Optiwiki at 15:54, 27 February 2017

2017-02-27T15:54:50Z

Optiwiki: /* Scanning Documents */

2017-02-23T16:41:04Z

‎Scanning Documents

Optiwiki at 11:45, 20 November 2014

2014-11-20T11:45:27Z

Optiwiki at 11:43, 20 November 2014

2014-11-20T11:43:34Z

Optiwiki at 12:17, 18 November 2014

2014-11-18T12:17:53Z

Optiwiki at 09:09, 18 November 2014

2014-11-18T09:09:50Z

Optiwiki at 09:03, 18 November 2014

2014-11-18T09:03:54Z

@@ Line 3: / Line 3: @@
 ==Scanning Documents==
 In order to Scan a Document to a Record, follow the below instruction.
-<center>[[image:PatientsDocuments2022.png|border|700px|Patients Documents]]</center>
+<center>[[image:PatientsDocuments2022.png|border|900px|Patients Documents]]</center>
 *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.

@@ Line 3: / Line 3: @@
 ==Scanning Documents==
 In order to Scan a Document to a Record, follow the below instruction.
-<center>[[image:NewAddingDocuments.jpg|border|700px|Patients Documents]]</center>
+<center>[[image:PatientsDocuments2022.png|border|700px|Patients Documents]]</center>
 *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.

@@ Line 7: / Line 7: @@
 *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.
+*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.

@@ Line 1: / Line 1: @@
 __FORCETOC__
 ==Scanning Documents==
@@ Line 6: / Line 5: @@
 <center>[[image:NewAddingDocuments.jpg|border|700px|Patients Documents]]</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.
+*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.
+*You will now be able to select the Type of the Document.
 *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.
+*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.
-*Click on Save and then Back when you have finished.
+*You can now choose to make Notes against the Scan by clicking the Add New Note button.
 ==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.
+*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.
+*You will now be able to select the Type of the Document.
 *Click on Import.
-*Navigate to the location of the Saved Document you with to Import, select and then click Open.
+*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 can now choose to make Notes against the Document, by either free typing, or selecting from the predefined drop down list.
+*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.
+*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.
 [[Patients|Back]]
 [[Optisoft.NET Help|Home]]

@@ Line 4: / Line 4: @@
 ==Scanning Documents==
 In order to Scan a Document to a Record, follow the below instruction.
-<center>[[image:AddingDocuments.jpg|border|700px|Patients Documents]]</center>
+<center>[[image:NewAddingDocuments.jpg|border|700px|Patients Documents]]</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.
@@ Line 13: / Line 13: @@
 *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==

← Older revision		Revision as of 09:09, 18 November 2014
Line 22:		Line 22:
	[[Patients\|Back]]		[[Patients\|Back]]

−	[[Optisoft.~~Net~~ Help\|Home]]	+	[[Optisoft.NET Help\|Home]]

← Older revision		Revision as of 09:03, 18 November 2014
Line 22:		Line 22:
	[[Patients\|Back]]		[[Patients\|Back]]

−	[[~~Main Page~~\|Home]]	+	[[Optisoft.Net Help\|Home]]