There are several options to scan a document.


Option #1 

  • In the main menu, press the “Patients” button. 


  • The following screen will be displayed:


  • Select the patient to which you wish to scan a document.
  • Once the patient is selected, press the “Documents” button, located at the top of the screen. 


  • The following screen will be displayed:


  • Press the “Add” button, located at the top of the screen. 


  • The following screen will be displayed:

Note: If the loading screen remains “loading....” and does nothing, verify that your computer has a scanner connected. 

  • The scan documents screen will be displayed:

          

  • Press the “Acquire” button, located at the top of the screen. 


  • Select “Scanner driver to be used” and press the “OK” button.
  • The graphical interface of the “Scanner” will be displayed. The interface of each “Scanner” may vary according to the brand and model.
  • Perform the image analysis and complete the selection process to continue.
  • The scanned image will be displayed.
  • Use any of the set options to modify the image. 


  • Press the “Done” button.
  • The scanned image will be displayed and should be sorted.
  • Select the document type in the “Sub” field.


  • Press the “Save” button.

  • Select the “Sub” category from the list provided.

  • Enter the title of the scanned document.

  • Enter the description (This field is optional).

  • Select the “Advanced Directive” checkbox to identify that the document is an advance directive.

  • Click on the Save button.


Option #2

  • Click on the "QuickLinks" text, located at the top of the screen.
  • Select the "Patients" option.


  • The following screen will be displayed:


  • Select the patient to which you wish to scan a document.
  • Once the patient is selected, press the “Documents” button, located at the top of the screen. 


  • The following screen will be displayed:


  • Press the “Add” button, located at the top of the screen. 


  • The following screen will be displayed:

Note: If the loading screen remains “loading....” and does nothing, verify that your computer has a scanner connected. 

  • The scan documents screen will be displayed:

          

  • Press the “Acquire” button, located at the top of the screen. 


  • Select “Scanner driver to be used” and press the “OK” button.
  • The graphical interface of the “Scanner” will be displayed. The interface of each “Scanner” may vary according to the brand and model.
  • Perform the image analysis and complete the selection process to continue.
  • The scanned image will be displayed.
  • Use any of the set options to modify the image. 


  • Press the “Done” button.
  • The scanned image will be displayed and should be sorted.
  • Select the document type in the “Sub” field.


  • Press the “Save” button.

  • Select the “Sub” category from the list provided.

  • Enter the title of the scanned document.

  • Enter the description (This field is optional).

  • Select the “Advanced Directive” checkbox to identify that the document is an advance directive.

  • Click on the Save button.



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