Scanning and Importing Documents

Most documents are scanned and imported via the eDocuments Portal. Navigate to the eDocuments portal by locating the portals in the lower, left-hand corner of the database. 

Scanning Documents

1. Search for Patient by clicking on the manila folder to open the search screen. Type in the patient name to view results, then select patient.

2. Patient Documents are scanned into the Patient Docs Cabinet. Open the Cabinet, Drawer and then Folder that you want to scan documents to.  

3. Right click over the Folder to scan a document into that folder.

From the menu, select either:

• Multiscan (SF) to scan a multiple page document as one file.
• Multiscan to scan each page as it’s own unique file.

4. The edit window will appear. Begin by creating a Filename.

5. Users may wish to add additional data to the document. Click on the following additional fields to add:

• Add a Comment

• Add a Receive Date (Note: This will add the document to the patient's Timeline per the receive date.)

6. Press the OK button to scan the document(s). This will launch the PC’s scanner menu.  

Importing Documents

To import a document into eDocuments, follow these steps:

1. Right-click on the Folder where you want to place the document(s). You must right-click over a folder, not a cabinet or drawer.

2. Select the document from your computer and click OK.