Difference between revisions of "Saving Documents"

From Optisoft
Jump to: navigation, search
Line 1: Line 1:
 
__FORCETOC__
 
__FORCETOC__
 
'''This page is currently under construction'''
 
'''This page is currently under construction'''
 
<center>[[image:AddingDocuments.jpg|border|700px]]</center>
 
  
 
==Scanning Documents==
 
==Scanning Documents==
 
+
In order to Scan a Document to a Record, follow the below instruction.
 +
<center>[[image:AddingDocuments.jpg|border|700px]]</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.
 +
*You will now be able to select the Type and the Name of the Document and if necessary change the Date.
 +
*Click on Scan.
 +
*
 
==Importing Documents==
 
==Importing Documents==
 
+
In order to Import a Document to a Record, follow the below instruction.
 +
<center>[[image:AddingDocuments.jpg|border|700px]]</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.
 +
*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.
 
[[Patients|Back]]
 
[[Patients|Back]]
  
 
[[Main Page|Home]]
 
[[Main Page|Home]]

Revision as of 12:10, 17 November 2014

This page is currently under construction

Scanning Documents

In order to Scan a Document to a Record, follow the below instruction.

AddingDocuments.jpg
  • 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.

Importing Documents

In order to Import a Document to a Record, follow the below instruction.

AddingDocuments.jpg
  • 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.

Back

Home