Saving Documents

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.
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.

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.