Scan a New Document

Version 14.10
Path: Smart Toolbar > Docs button > New Document


This page will instruct you on how to scan a new document into OP.

Scan a New Document 

  1. Click the Docs button on the smart toolbar to open the Document Management window.

  1. Click the New Document button.
  2. Place the document onto the document scanner.
  3. Click the Document Scan button .  The Twain interface must be enabled via the Use radio button in the Twain Use/Hide field below the device icon buttons. 
  4. The scanner will activate and the Scan Options window will appear.
  5. Click the Scan button located in the lower-right corner of the Scan Options window. The document will be scanned. 
  6. Repeat with the reverse side of the page (if needed, however some scanners have a duplex scan option).
  7. The image(s) will appear in the Sketch panel. Follow the directions in the next section to label the item.
  8. Attach the images to a patient's chart by moving the images from the Sketch panel to the Thumbnail panel. 

Labeling the Document

  1. Select the image in the Sketch panel.
  2. Move the page or pages to the Thumbnails panel.
  3. Select the patient by searching for the Patient ID in the Document Details Panel.
  4. Select the Insurance from the Item Type dropdown.
  5. Select the appropriate Item Category.
  6. Click the Reviewed checkbox.
  7. Under Administrative Details in the Document Details panel, select In Patient's Chart in the Status of Original field (this is optional).
  8. Click the Save button.