There are several options to save a document.


Option #1 

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


  • The following screen will be displayed: 


  • Find the patient to whom you want to save the document.
  • Press the “Documents” button, located at the top of the screen.


  • The following screen will be displayed:


  • Select the 'Add' button, which is situated at the top of the display.


  • The following screen will be displayed:


  • Select the 'Browse' button, which is situated at the top of the screen.


  • Identify the document on your hard drive.


  • After identifying the document, click the 'Open' button.


  • Next, click the 'Save' button.
  • The following screen will be displayed:


  • Choose a category from the provided list. (You can customize these options in the Settings/General screen by clicking on the File Types button.)

  • Enter the title of the scanned document.


  • Please provide text or notes pertinent to the document. (This field is optional.)


  • Check the box if the document qualifies as an Advance Directive.

  • Select the "Save" button.

  • To exit the screen, click on the Close button.


Option #2

  • Select the 'QuickLinks' text at the top of the screen.
  • Choose the 'Patients' option.


  • The following screen will be displayed: 


  • Find the patient to whom you want to save the document.
  • Press the “Documents” button, located at the top of the screen.


  • The following screen will be displayed:


  • Select the 'Add' button, which is situated at the top of the display.


  • The following screen will be displayed:


  • Select the 'Browse' button, which is situated at the top of the screen.


  • Identify the document on your hard drive.


  • After identifying the document, click the 'Open' button.


  • Next, click the 'Save' button.
  • The following screen will be displayed:


  • Choose a category from the provided list. (You can customize these options in the Settings/General screen by clicking on the File Types button.)

  • Enter the title of the scanned document.


  • Please provide text or notes pertinent to the document. (This field is optional.)


  • Check the box if the document qualifies as an Advance Directive.

  • Select the "Save" button.

  • To exit the screen, click on the Close button.



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