Saving Documents

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Scanning Documents

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

Patients Documents
  • 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.

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