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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