The Scanned Document option that is found in the Select Note options screen, is intended for documents that have already been scanned and saved as a file, and need to be linked into the patient file.

The most efficient way to scan, is to scan directly in to the patients file (see SCAN A DOCUMENT).

Patient - Notes - New - Scanned Document

To attach an existing scanned document to the patient file

  1. From the 'Select Note Options' screen select Scanned Document.
  2. Select 'OK'.

  3. The Load Scanned Document screen will display.

    Load Scanned Document screen

     

  4. Select the file to be loaded to the patients file (or browse to a different location and select the file).

  5. Select 'OK' to save the selection.

Date

If you leave the date field blank, the date will be taken from the (scanned document) file date.
If you require a different date, enter it here and check the 'Use this instead of the document date'.

Type

Select the scanned document type from the drop down list.

Add

To add a new Scanned document type, select Add. You will only be able to add a new Scanned Document type if you have the required permissions to this area in Setup - see SCANNED DOCUMENT TYPES.

Comment

To add an additional comment about the Scanned Document, type the details here.

Move

The file will be moved from the current location to the Allocated scanned document folder for the current Provider.

Copy

A copy of the file will be made and placed in the Allocated scanned document folder for the current Provider.

Save as default

This will save your selection of Move or Copy as the default.

Mark for the attention of

Select 'Mark for the attention of' and select the Operator, if you need to bring the scanned document to the attention of another staff member or doctor.
This will then appear in the list of messages (Read Messages) - see SHIFT + F10 READ MESSAGES. 

Display of files

The list of files that displays, by default, are the files in the Scanned Documents - Unallocated folder. If this is not the correct folder, select 'Browse'.
Otherwise, locate the file in the list. 

Browse

Selecting Browse will allow you to navigate to the location of your scanned documents.

To quickly navigate to the location of these files have your hardware technician map a network drive (if the location of these files is on the server. Alternatively, scan the files to a folder on your desktop.

Browse to the location of the file(s)

Navigate to the folder that contains your scanned documents.

 

Select file

Highlight the file and select Save.

 

Load Scanned Document screen with file selected

Cancel

To abandon the current input and return to the Notes tab select 'Cancel'.

OK

To save the currently selected scanned document to the patient's file (against the currently selected Provider), select 'OK'.

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