Scanning, Editing, and Linking Documents

Learn how to add, edit, or delete document types and/or categories from OP.

This article explains some of the Item Type selections when saving a scanned document.

This page will instruct you on how to scan insurance cards using a card scanner. Insurance cards can only be scanned on a workstation connected either to a card reader or document scanner.

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

Learn how to split a .tiff file that contains pages for multiple patients.

This page will instruct you on how to edit or delete a scanned document.

If your office is equipped with a digital camera, and you have activated the camera for use in Office Practicum, follow these steps to take a photo and attach it to the patient's records.

The Non-Patient Directory (NDP) is a secure document repository where documents unrelated to one specific patient are stored.

Learn how to review documents received for review from another OP user.

This page will instruct you on how to link scan to lab orders.

This page will instruct you on how to link a scanned referral.

Click the Docs button on the smart toolbar to open the Document Management window. Click the New Document button. Click the Import PDF button from the Import dropdown in the Acquisition panel.

The following steps will help you scan in handouts that you may already have in paper format in your office.

Learn how to sign or annotate a Document in Document Management.

Learn how to route a document to another OP user for review in Document Management.

This OP Quick Tip video shows you the basics of how to scan signatures to new providers in OP.

This OP Quick Tip video shows you the basics of how to link signatures to new providers in OP.