There are several options to save a document.
Option #1
- Click on the Patients button, in main menu.
- The following screen will be displayed:
- Find the patient to whom you want to save the document.
- Click on the Documents button, located at the top of the screen.
- The following screen will be displayed:
- Click on the Add button, located at the top of the screen.
- The following screen will be displayed:
- Click on the Browse button, located at the top of the screen.
- Identify the document within your hard drive.
- Once the document is identified, click on the Open button.
- Then, click on the Save button.
- The following screen will be displayed:
Select the category, from the list provided. (These options can be customized, on the Settings / General screen, by pressing the File Types button.)
Enter the title of the scanned document.
Write some text or note, related to the document. (This is an optional field.)
Select the box, if the document is an Advance Directive.
Click on the Save button.
Click on the Close button, to exit the screen.
Option #2
- Click on the QuickLinks text, located at the top of the screen.
- Select the Patients option.
- The following screen will be displayed:
- Find the patient to whom you want to save the document.
- Click on the Documents button, located at the top of the screen.
- The following screen will be displayed:
- Click on the Add button, located at the top of the screen.
- The following screen will be displayed:
- Click on the Browse button, located at the top of the screen.
- Identify the document within your hard drive.
- Once the document is identified, click on the Open button.
- Then, click on the Save button.
- The following screen will be displayed:
Select the category, from the list provided. (These options can be customized, on the Settings / General screen, by pressing the File Types button.)
Enter the title of the scanned document.
Write some text or note, related to the document. (This is an optional field.)
Select the box, if the document is an Advance Directive.
Click on the Save button.
Click on the Close button, to exit the screen.
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- Learn More About: Patients / Documents