You can attach using the OP mobile app. You can use it either to have a photo for their ID, or to attach to a patient encounter. If you are not using the OP mobile app, you can send the picture to a folder on your computer as a jpg, png, or, bmp and then import it into OP using the Docs module.

By default, the max page limits set for scanning is 15 for monochrome documents, 2 for grayscale, and 1 for color. To scan more pages at one time without receiving an error stating "Page Limit Exceeded", you can increase your scanning page limit in the Basic tab of Global Preferences. Because this setting is made at the global level, it must be changed by a user with Administrative permissions.

To view existing patient documents, follow the steps below:

1. Click on the Docs button.
2. Use the Patient Finder to search for the patient.
3. OP 14 displays patient documents in the Document List panel on the left side of the window.

To pull up a patient document, follow the steps below:

1. Click the Docs button.
2. Use the Patient Finder to search for the patient.
3. From the Document List panel on the left, select the document you want to print.

Then select one of the following ways to print the document:

1. Click the Print Selected Record button to print the selected scanned document.
2. Click the Print Image button if you need to print the selected record with info.

The method for moving a Document from one patient to another depends on whether or not the Document was shared to the InteliChart Portal. Moving and deleting Documents is recorded in the Audit Trail.

To move a scanned document that has not been shared to the Patient Portal (InteliChart) to another patient:

1. Navigate to and select the document in the patient's chart that has to be moved to another patient.
2. Click the Edit button located in the toolbar.
3. Click in the Patient ID field to search for and select the patient to which the document should be moved.
4. Click the Save button.
5. Click the OK button to confirm that it is OK to drop existing attachments from the current patient.
6. In the Audit Trail window, select or enter a reason for the change. 
7. Click OK in the confirmation window.

To move a scanned document that has been shared to the Patient Portal (InteliChart):

1. Navigate to and select the document in the patient's chart that has to be moved to another patient.
2. Click the Delete button.
3. Click YES to confirm you want to proceed by deleting the Document.
4. In the Audit Trail window, select or enter a reason for the deletion.
5. Click in the Patient ID field to search for and select the patient to which the document should be moved.
6. Click the Save button.
7. Click the OK button to confirm that it is OK to drop existing attachments from the current patient.

To attach a document to a message, follow the steps below.

From Document Management

1. Navigate to Document Management: Practice Management > Document Management. 
2. Use the Patient Finder to search for the patient.
3. From the Document List panel on the left, select the document you want to send.
4. Click the Send button.
5. A new message opens. The attached document will be located under Attachments. Complete the message as usual.

From a Message

1. Create a message.
2. Click on the Attach document(s) button. 
3. This will open the Search for Documents window. Select the document. To add more than one document, press the Ctrl button on your keyboard and click on additional documents. 
4. Click the Use Selected Document(s) button.
5. The attached document(s) will be located under Attachments. Complete the message as usual.

To add a page or multiple pages to a document that has already been scanned into OP, follow the steps below:

1. Click the Document Mgmt button.
2. Search for the patient.  The documents that are associated with the patient will appear.
3. Select the document in the Document List panel.
4. Click the Edit button.
5. Prepare the document for scanning, and select the Scanner button to initiate the scan.  An image of the scanned document will appear.
6. Select the newly scanned document from the Sketch Panel.  Drag and drop it into the blank area of the Thumbnail panel, which contains the original scanned document of the same item type.  The page(s) will be added to the end of the original document in the Thumbnail panel.

1. Click the Save button.

Overview

Any printable items within OP can be sent as file to an external device that is connected to your workstation. Please set your output options to Preview or Print prior to sending the document to the connected external device.  

Sending a Document to an External Device using the Print Button

There are multiple ways to send a document to an external device. One way is to use the Print button. To send a document (like a PDF) to a connected device (USB drive, etc.), perform the following steps:

1. Open the document or window that you wish to print. Any window with a printer icon will allow some or all of the information in that window to be printed.
2. Select the printer icon in the active window. If you ware in the Manage Documents window, select one of the options that appear in the dropdown when the Printer button is selected (Print Selected Record, Print Selected Record (with info), Print All Records (with info)). The Print window appears.

1. In the Print window, select the Print to File checkbox.

1. Select the file type to be printed in the Type dropdown (PDF, Bitmap, JPEG, GIF, etc.).

1. Click the Save As Location (...) button next to the Where field.

1. Select the Removable Disk/Device location. 

1. Enter the document name in the File Name field.
2. Click the Save button.  The path where the file will be saved will appear in the Where field.
3. Click the OK button.  The Medical Disclosure Tracking window will appear. 

1. Click the OK button.  The file will be saved onto the external device.

Export as an Image or Page from the Manage Documents Window

There are multiple ways to send a document to an external device. One way is to Export a document from the Manage Documents window by clicking the Export button.To export a document to an connected device (USB drive, etc.) as an image, perform the following steps:

1. Click the Docs button.
2. Locate and select the image you wish to export.
3. Select the Export dropdown and choose either Export Image or Export Page.  The Save to File window appears.

1. Select the Removable Disk/Device location.

1. Enter the name of the file into the File Name field.
2. Select the file type in the Save as Type dropdown.
3. Click the Save button.  The image will be saved to the removable external device.

To copy a scanned document to another patient, follow the steps below:

1. Click the Document Management button in the Clinical and Practice Management tab.
2. Use the Patient Finder to search for the patient who has the document attached to the chart.
3. From the Document List pane on the left, select the document to be copied.
4. Right-click on the image in the Preview Panel. 
5. Select Copy to Clipboard.

1. Use the Patient Finder to search for and select the patient chart where you will paste the document.
2. Click the New Document button.
3. Right-click in the Sketch Panel and select Paste from Clipboard.

1. Drag the item over to the Preview Panel.
2. Complete the Document Details.
3. Click Save.

The Item Type and Item Category selected should be appropriate to the document that is scanned. In order to share a scanned document to the InteliChart Patient Portal, the Shared To Portal checkbox must be selected and the Privacy Level must be set to Any Staff Member. The expiration date may be left blank or a date can be entered. If the practice has set the number of default days, in the Portal tab of System Preference, once saved the date will populate. When saved, the document is displayed in the Shared to Portal : True group but is still associated to the selected Item type and category.