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Scanning Documents

Documents can be scanned only on the Patient Summary → Documents tab.

Scanning documents requires the user to perform a one-time setup process when attempting to scan a document for the first time.

  1. Open Document Manager from Patient Summary → Documents.

  2. Click Create → Scan.

    create-scan.png

    Note

    If prompted to complete the one-time setup, click Download and run the installer package. Otherwise, proceed to Step 3.

  3. Select your scan source. This is typically a choice between your scanner's automatic document feeder and the glass flatbed.

    select_scanner_source.png

  4. If applicable, follow the onscreen instructions provided by your scanner to finish the scan.

    Note

    The dialog box that can appear at this stage is provided by your scanner's software/drivers. For more information or troubleshooting at this stage, consult your scanner's documentation or contact your scanner's manufacturer.

    scanner_dialog_screen.png

  5. Enter a name in the Document name field.

    scanning_document.png

  6. In the Tag field, select one or more tags to add to the document.

    Tip

    Tags help identify a document's purpose and can be used in filters.

  7. Click Upload to finish uploading the scanned document.

If you need to make changes to the uploaded document, refer to Editing Documents.

See also: