Documents lets you store frequently used images, scan images and documents. Once the document library is created you can import these image files directly into the patient record without the need of scanning it again. The document record can be linked to an external file or stored in the system as an image.
• To add a Document:
1. Follow the menu item sequence … File | Setup | Documents.
2. In the Documents Screen click the Add Button.
3. Select the Document Category located on the bottom left of the screen. To customize the categories that appear change them in the Categories Section.
4. Enter the document name.
5. Click the View Button to store the image document file. This opens the Scan Image Screen that lets you store image files and scan images and documents.
6. Click Scanner Button to select the scanner which you are going to use to scan the document.
7. Click the Scan Button to scan the image onto the computer.
8. If you want to save the image elsewhere on your computer click the Export Button, then choose the file path/folder where you wish to save the image.
9. If you have a fax modem you can click the Fax Button to fax the image.
10. If you wish to print the image click the Print Button.
11. To save/cancel a document click the Save/Cancel Button appropriately.
12. To deleted an existing document highlight the document then click the Delete Button.
13. If you would like to add another Document go to step 2, otherwise click Save then Close from the menu toolbar.
• Working with documents in the Scan Image Screen:
14. In the Scan Image Screen first choose the document you wish to work on by clicking the Documents Button and selecting the appropriate document. Or if you wish to import a document/image from elsewhere on your computer click on the Folder Button and select the appropriate file.
15. If you wish to write on the document/image you can choose a color and width size for your writing from the Width scroll-box and the Color drop-down list respectively.
16. Then to begin writing on the document/image click on the Pencil Tip Button then begin writing on the document.
17. To erase writing click the Pencil Eraser Button then hold the left mouse button down over the area you wish to erase.
18. To place check marks on the document click the Check Mark Icon the click where you wish to place the check mark.
19. To type on the document/image you can click on the Font (A) Button then click where you would like to type and begin typing. You can change the font attributes by checking the Font checkbox then clicking on the Font Button.
20. To rotate the document/image either right or left click on the corresponding Rotate Left/Right Buttons located under the Font Button.
21. To change the size of the image you can choose the percentage change from the Size Box or you can enter a percentage size change in this box. It is located below the Rotate Icons.
22. Located under Size Box are Undo/Redo Buttons.
23. To save/cancel a document click the Save/Cancel Button appropriately.
The stamp feature of the Scan Image Screen allows you to save frequently used phrases/stamps in the system so you do not have to type it on every form. Instead using this feature allows you to click where you want the appropriate stamp placed on the document.
• Adding stamps to use on your documents:
24. In the Scan Image Screen click the Stamp Setup Button.
25. To create a text stamp click on the Create Text Button on the upper right part of the screen.
26. In the Create Text Stamp Screen enter a Stamp Name in the field provided and enter the actual text you want the stamp to print in the Stamp Text Field.
27. If you want patient or date information as part of your Stamp Text select the appropriate information from the Data drop-down list then click the Add Button.
28. Click OK/Cancel Button as appropriate.
29. To create an image stamp click on the Create Image Button located under the Create Text Button.
30. In the Create Image Stamp Screen enter a Stamp Name in the field provided and then click the Browse Button to find the file where image is located.
31. Click OK/Cancel Button as appropriate.
32. To delete/edit a stamp click the Delete/Edit Button appropriately.
33. To exit the Stamp Setup Screen click the Close Button on the bottom right part of the screen.
See Also: