Difference between revisions of "Saving Documents"
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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. | ||
| − | <center>[[image: | + | <center>[[image:PatientsDocuments2022.png|border|900px|Patients Documents]]</center> |
*You will first need to find a patient record. | *You will first need to find a patient record. | ||
| − | *Select Add | + | *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 | + | *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. | *This should then launch your scanners software. Scan the document. | ||
*You will now see a preview of the document you have just scanned. | *You will now see a preview of the document you have just scanned. | ||
| − | *You can now choose to make Notes against the Scan | + | *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. |
| + | *Click on Save and then Back when you have finished, or use the Auto Save feature. | ||
==Importing Documents== | ==Importing Documents== | ||
In order to Import a Document to a Record, follow the below instruction. | In order to Import a Document to a Record, follow the below instruction. | ||
*You will first need to find a patient record. | *You will first need to find a patient record. | ||
| − | *Select Add | + | *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 | + | *You will now be able to select the Type of the Document. |
*Click on Import. | *Click on Import. | ||
| − | *Navigate to the location of the Saved Document you | + | *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 will now see a preview of the document you have just selected. | ||
| − | *You can now choose to make Notes against the Document | + | *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]] | [[Patients|Back]] | ||
[[Optisoft.NET Help|Home]] | [[Optisoft.NET Help|Home]] | ||
Latest revision as of 14:42, 10 March 2022
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 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 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.
- 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.
- You can now choose to make Notes against the Scan by clicking the Add New Note button.
- Click on Save and then Back when you have finished, or use the Auto Save feature.
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 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 Import.
- 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.
- 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.
- 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.
