We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Scanning Signed Consents

Version 14.19

To scan a consent form that has already been signed into OP 14, follow these steps:

  1. Click the Docs button on the Smart Toolbar. The Manage Documents window opens.
  2. Click the New Document button.
  3. Place the signed consent form on the scanner.
  4. Click the Scanner icon in the Acquisition panel. The Consent form image will appear in the Sketch Panel.
  5. Drag the image from the sketch panel to the thumbnails panel.
  6. Search for and select your patient using the patient search field.
  7. On the document properties pane, look for the Review Details field group.  Click in the dropdown in the Item Type field and select Patient Consent.

  1. Click the Category field. Two buttons appear.
  2. Click the Document () button.  The Document Types and Categories window appears. 
  3. Select a Document Category.
  4. Click the OK button to close the Document Types and Categories window.
  5. Click the Reviewed checkbox if the item was reviewed.
  6. Set the appropriate privacy level. In the case of scanning a consent form, all staff should be able to view it, so you would want to select Any staff member. See Privacy Constraints (Visibility Settings) for more information.
  7. Click the Save button.
Version 14.10

To scan a consent form that has already been signed into OP 14, follow these steps:

  1. Click the Docs button on the Smart Toolbar. The Manage Documents window opens.
  2. Click the New Document button.
  3. Place the signed consent form on the scanner.
  4. Click the Scanner icon in the Acquisition panel. The Consent form image will appear in the Sketch Panel.
  5. Drag the image from the sketch panel to the thumbnails panel.
  6. Search for and select your patient using the patient search field.
  7. On the document properties pane, look for the Review Details field group.  Click in the dropdown in the Item Type field and select Patient Consent.

  1. Click the Category field. Two buttons appear.
  2. Click the Document () button.  The Document Types and Categories window appears. 
  3. Select a Document Category.
  4. Click the OK button to close the Document Types and Categories window.
  5. Click the Reviewed checkbox if the item was reviewed.
  6. Set the appropriate privacy level. In the case of scanning a consent form, all staff should be able to view it, so you would want to select Any staff member. See Privacy Constraints (Visibility Settings) for more information.
  7. Click the Save button.