Difference between revisions of "Saving Documents"

Revision as of 09:09, 18 November 2014

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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.

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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