Incisive recommend that if you are hosted in the inCLOUD.clinic system or you have your own Terminal Server (Remote Desktop) environment, you should be using TSPrint or TSScan to get an optimal experience.

You will need to install the TSPrint Client and TSScan Client applications on the local workstation/laptops so that they perform correctly.

The installation process is very simple and no additional licensing is required.

Instructions to install and configure TSPrint for SPM & PHM applications

The TSPrint guide from Terminal Works is available:

Windows -  https://www.terminalworks.com/remote-desktop-printing/downloads/documentation/TSPrintGuide.pdf

Mac - https://www.cloudwalks.com/uploads/2/6/6/5/26654030/printing_guide_for_mac.pdf (this is a bit old)

Configure TSScan for Windows

The TSScan install file is downloaded from https://www.terminalworks.com/downloads/tsscan/TSScan_client.exe 

After installing, go to TerminalWorks > TSScan Client Settings in the Windows Start menu and select your default scanner

Configure TSPrint for a Mac

The TSPrint install file is downloaded from this site:

https://www.terminalworks.com/downloads/tsprint/macosx/TSPrintClient.zip 

After installing the app, check the inCLOUD → Mac printer mappings are correct.  If not, delete then choose the correct printer when printing the next time.

Delete any that are incorrect or obsolete

Print from SPM and choose the correct printer when the prompt appears.

Configure TSScan for Mac

Scanning from an Apple Mac Book

Apple do not recognise or use TWAIN drivers to interact with scanners that are used with their Mac Book computers, so it takes a few more steps to get the scanning options configured and also to complete the scanning workflow.

A short tutorial video displaying the workflow sequence to scan a document, is available from this location

Configuration

1. Install the ICA driver for the scanner on the Mac.  Test by using the Apple 'Image Capture' app.
   If the driver doesn't install check that you have sufficient permissions.
   If there is no ICA driver then the following steps will not work and you will have to scan the documents separately then attach, using the Message Centre feature.
2. Install (or update) the latest TSscan client app (for MacOS) on the computer that is connected to the scanner (https://terminalworks.com).
   1. Open the app (Finder > Applications) and select 'Options'.  Then check ON the 'Redirected folder' option.
      
3. Go to Preferences in Microsoft Remote Desktop and in the Redirected field, enter in the path to the ...Documents\TSDataDrive 
   
   
   

Scanning

1. In the Incisive application, go to Patient > Notes > Scan.  
   1. Choose 'TSScan' as the scanner
   2. Open the 'Advanced' section and check ON the 'Use Shell Scanning' option.  This must be enabled.
      You may also want to enable 'Save Automatically', 'Use Document Feeder' and 'Reverse Background' (if they appear as white text on black).
      
      
      
2. Click on the 'Scan' button
   If this is the first time using TSscan, a TSscan window may appear.  Select the Tools menu and choose the 'Switch to Mac UI', then close it.
   
   
   If the above screen doesn't appear, just let it continue as it is already set to use the Mac UI.
   
   
   
3. Apple's 'Image Capture' app will then appear.
   1. Select the scanner in the left-hand panel
   2. Choose configuration options in the right-hand panel.
      1. 'Text' quality is usually sufficient.  If you use Colour it will significantly increase the size of the image file.
      2. Set the 'Scan To' directory to be the same as the directory selection in point 3. of Configuration above (Microsoft Remote Desktop > Preferences
      3. Choose 'TIFF' as the format and check ON the option to 'Combine into a single document'.