Scan Documents into Correspondence Histories

Use the scan feature along with your digital scanner to make an electronic image of any picture or document, and store that image in a correspondence history.

How to Get Here

• Scan into HR Manager employee record - Open employee > Ribbon bar > Document Archive> Scan.

   

  Open the Document Archive for an employee:

  

  Then click Scan:

  

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• Scan into patient correspondence history - Open patient >  Correspondence History > Scan.

   

  Open the Correspondence History for a patient:

  

  Then click Scan:

  

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• Scan into dentists, professional, or insurance company record - Open dentist, professional, or insurance company record > Correspondence History > Scan.

   

  Open the record to work with, and select Correspondence History.

  

  Then click Scan:

  

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• Capture into office contacts correspondence history - Open office contact record > Correspondence History > Capture.

   

  Open the record to work with, and select Correspondence History.

  

  Then click Scan:

  

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• Scan into your practice correspondence history - ViewPoint toolbar > VP Document.

   

  Open the VP Document viewer:

  

  Then click Scan:

  

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Use This Feature

• Prepare your scanner - Place the item to be scanned (or the first page of a multi-page document) in your scanner, and be sure the device is on and ready.

• Initiate scan - Click Scan from the appropriate correspondence history.

• Choose scanner to use - (Optional.) Choose which scanning device to activate for this scanning session.

   

  

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• Document details - Enter the details for the scanned document, then click SCAN.

   

  

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  • Document name - Type a descriptive name for the document you are capturing. When scanning to a patient correspondence history, you can also click the drop down arrow to select a previously saved document name.

  • Sort keyword - (Not available from the patient correspondence history.) Choose a category for this document. You may type a new category name, or select from a category you have already created. Once you type a new category name it cannot be changed or removed from your list of sort keywords.

  • Save document name - (Patient correspondence history only.) Enable this option to save this document name in the drop down list for future use.

  • Preview scan before capture - (Patient correspondence history only.) Enable this option to view the scanned result before saving it to the correspondence history.

  • Regarding - (Patient correspondence history only.) Choose whether this document is regarding the patient or a responsible party. If the patient has multiple responsible parties, you may select the party to assign to the document.

• Select settings & start scan - Select the settings you want to use, and scan the document according to the instructions for your local scanning device.

• Scan additional pages - (Optional.) After your scanning device has digitized the current page, you can insert another page in the scanner, and click SCAN to continue scanning a multiple-page document as needed. The scanning window indicates the number of pages that have been scanned into this document so far.

   

  

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• Save and exit - When you have scanned all pages, click Done and enter an output filename to complete the process.

   

  

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  If you enabled the Preview option before you started scanning, you can look at the scanned result. Once you close the preview window, you indicate whether you want to continue by saving the document to the correspondence history, or erasing the scan and starting over.

   

  

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• ManagementTools
  • Add a "To Do" List Task
  • Scan & Save Documents
  • Send Employee Merge Letter
  • Track Attendance

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