Importing PDF Files

Version 14.8
Path: Smart Toolbar > Docs button > New Document
  1. Click the Docs button on the smart toolbar to open the Document Management window.
  2. Click the New Document button.
  3. Click the Import PDF button from the Import dropdown in the Acquisition panel.
  4. Search for the PDF file you want to import, select it, and click the Open button.  The imported file will appear in the thumbnails panel.
  5. Enter the following information into the document details panel:
  • Patient Name or ID: Search: Click the Search button ,  the Patient Directory will open.  Select the patient that will have the PDF attached.
  • Item Type: Identify what part of the medical record the document belongs in(ex: chart, insurance, referral letter, etc).
  • Item Category: Indicates more specifically as to where PDF this document belongs in the database.
  • Created by: Initials of the staff member who scanned in the document.
  • Reviewed?: Determines whether the document will appear in the addresses scanned inbox to review at a later date.
  • Privacy Level: Limits access to those staff members with the corresponding visibility privileges.
  • Status of Original: Indicates the location or status of the original document.
  1. Click the Save button.
Note:  Only one PDF image may be imported at a time.  When importing a PDF you will get a message at the top of the database image panel stating the page limit has been reached.