Scanning Documents

If the EXDOC module is installed, documents received by the practice or existing correspondence regarding the patient can be scanned into a patient’s file from the ‘Contacts’ tab.

Please use the steps below to scan any paper document into the patients' file:

1. Click on the ‘Contacts’ tab of a patients file

2. Click on Scan in the bottom right-hand corner

3. From the screen below select the scan type – if your document is only one page select ‘Single Page Scan’ and if it is more than 1 select ‘Multi-Page Scan’

   

4. From the screen below select the paper source from the drop-down (this is whether you will be using your flatbed or feeder) and choose the picture type – I would advise using Black and White as this will be a smaller file.

   

5. Click on Scan and you will see the screen below:

   

6. Enter a meaningful description that will easily distinguish this document from others the patient may already have on file.

7. The ‘Creator’ field will automatically set to the name of the person who is currently logged in.

8. Click on the ‘OK’ button to save the scanned image.
   When this has been completed the document is displayed on the ‘Contacts’ tab in the Patient File as shown in the following example:

   

Related Articles:

Setting Up a Scanner

Scanner Troubleshooting