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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