Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Scanning Insurance Cards

Version 14.19
Path: Clinical tab > Document Mgmt > New Document
Path: Practice Management tab > Document Mgmt > New Document

Overview

You will learn how to scan insurance cards using a card scanner in this article.

Insurance cards can only be scanned on a workstation connected either to a card reader or document scanner.

Scanning the Card using a Card Scanner

  1. Click the Document Mgmt button to open the Manage Documents window.
  2. Click the New Document button.
  3. Insert a Card into the card scanner.
  4. Click the Card Scanner button. This activates your card scanner. The Scan Options window (on your scanner's own scanning interface) is displayed.
  5. Click the Scan button to scan the card.
  6. Repeat to scan the other side of the card (if needed).

Images of both sides of the card are displayed as thumbnails in the Sketch Panel. Navigate to the Labeling the Card section below.

Scanning the Card using a Document Scanner

  1. Click the Document Mgmt button to open the Manage Documents window.
  2. Click the New Document button.
  3. Place the Card onto the document scanner.
  4. Click the Page Scanner button. The Twain interface must be enabled by using the Use radio button in the Twain Use/Hide field below the device icon buttons. The scanner activates and the Scan Options window is displayed.
  5. Click the Scan button to scan the card. 
  6. Repeat with the reverse side of the card (if needed).

Images of both sides of the card are displayed as thumbnails in the Sketch Panel. Navigate to the Labeling the Card section below.

Labeling the Card

  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 Insurance from the Item Type drop-down menu.
  5. Select ID Card from the Item Category drop-down menu.
  6. Select the Reviewed? checkbox.
  7. In the Administrative Details section, select Returned in Status of original (optional).
  8. Click the Save button.  
Version 14.10
Path: Smart Toolbar > Docs button > New Document

Overview

You will learn how to scan insurance cards using a card scanner in this article.

Insurance cards can only be scanned on a workstation connected either to a card reader or document scanner.

Scanning the Card using a Card Scanner

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

  1. Click the New Document button.
  2. Insert a Card into the card scanner.
  3. Click the Card Scan button .  This activates your card scanner.  The Scan Options window (on your scanner's own scanning interface) is displayed.
  4. Click the Scan button to scan the card.
  5. Repeat to scan the other side of the card (if needed).
  6. Images of both sides of the card are displayed as thumbnails in the Sketch Panel.

Navigate to Labeling the Card below.

Scanning the Card using a Document Scanner

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

  1. Click the New Document button.
  2. Place the Card onto the document scanner.
  3. Click the Document Scan button .  The Twain interface must be enabled by using the Use radio button in the Twain Use/Hide field below the device icon buttons. The scanner activates and the Scan Options window is displayed.
  4. Click the Scan button located in the lower-right corner of the Scan Options window.  The card will be scanned. 
  5. Repeat with the reverse side of the card (if needed). Images are displayed in the Sketch panel. Follow the directions in Labeling the Card to label the card.
  6. Attach the images to a patient's chart by moving the images from the Sketch panel to the Thumbnail panel. 

Labeling the Card

  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 drop-down menu.
  5. Select ID Card in the Item Category drop-down menu.
  6. Select 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.