Difference between revisions of "Using Patients - Documents Tab"
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{{#customtitle:Using Patients - Documents Tab|My Title}} | |||
=Documents Tab= | =Documents Tab= | ||
The Document Manager within Optisoft Enterprise allows you to save a copy of a | The Document Manager within Optisoft Enterprise allows you to save a copy of a patient documents against their on-line record. | ||
<Center>http://www.optisoft.co.uk/wiki/images/Optisoft/Patients/DocumentsTab.png</Center> | |||
By default all documents that you print from Optisoft Enterprise are added to the Document tab, keeping a record of all Standard Forms and Standard Letters. | |||
You can also add external documents to the Document Manager. These can either be scanned in, i.e. form received correspondence, or they can be imported directly, i.e. form email attachments. | |||
==Documents From Optisoft== | ==Documents From Optisoft== | ||
Documents printed from Optisoft can include NHS forms and GP referral letters. These will appear in the list on the Document tab within the Patient Records module with a dark green arrow next to their name. | |||
==Documents From Other Sources== | ==Documents From Other Sources== | ||
Documents that have originated from outside of Optisoft will appear in the list on the Documents tab with an olive green arrow. | Documents that have originated from outside of Optisoft Enterprise will appear in the list on the Documents tab with an olive green arrow. | ||
===Scanning Documents=== | ===Scanning Documents=== | ||
You can use a standard desktop scanner to scan documents, such as doctor’s letters or previous prescriptions, and save them to a patient’s record for future reference. | You can use a standard desktop scanner to scan documents, such as doctor’s letters or previous prescriptions, and save them to a patient’s record for future reference. | ||
This can be done from any PC | This can be done from any PC on the network, as long as the scanner is plugged directly into the PC, by following this procedure | ||
*On the Document tab in the Patient Records module click on the Scan button. | |||
*If this is the first time you have used the facility or if you have multiple scanning devices you should click on Select Scanner and make sure that the scanner you wish to use is selected. | |||
*Select the document type that you are going to scan from the Scan Type dropdown. | |||
*Click the Scanner button to start the scanner software. | |||
*Scan the document using the scanner software as normal. | |||
*Once the scanning has finished you will be returned to the main scanning screen when you can now see a thumbnail of your scan. | |||
*If happy, click on the Save button to save that scan to the Documents tab. | |||
===Importing Documents=== | ===Importing Documents=== | ||
If you wish to attach a saved file to a patient record, you can use the Import function to do this by following the below procedure | |||
*On the Document tab in the Patient Records module click the Import button | |||
*This will display a dialogue box | |||
*Navigate to your files saved location | |||
*Highlight your saved file and click 'Open' to Import your document | |||
[[Patients|Back]] | |||
Latest revision as of 10:07, 20 February 2017
{{#customtitle:Using Patients - Documents Tab|My Title}}
Documents Tab
The Document Manager within Optisoft Enterprise allows you to save a copy of a patient documents against their on-line record.
By default all documents that you print from Optisoft Enterprise are added to the Document tab, keeping a record of all Standard Forms and Standard Letters.
You can also add external documents to the Document Manager. These can either be scanned in, i.e. form received correspondence, or they can be imported directly, i.e. form email attachments.
Documents From Optisoft
Documents printed from Optisoft can include NHS forms and GP referral letters. These will appear in the list on the Document tab within the Patient Records module with a dark green arrow next to their name.
Documents From Other Sources
Documents that have originated from outside of Optisoft Enterprise will appear in the list on the Documents tab with an olive green arrow.
Scanning Documents
You can use a standard desktop scanner to scan documents, such as doctor’s letters or previous prescriptions, and save them to a patient’s record for future reference.
This can be done from any PC on the network, as long as the scanner is plugged directly into the PC, by following this procedure
- On the Document tab in the Patient Records module click on the Scan button.
- If this is the first time you have used the facility or if you have multiple scanning devices you should click on Select Scanner and make sure that the scanner you wish to use is selected.
- Select the document type that you are going to scan from the Scan Type dropdown.
- Click the Scanner button to start the scanner software.
- Scan the document using the scanner software as normal.
- Once the scanning has finished you will be returned to the main scanning screen when you can now see a thumbnail of your scan.
- If happy, click on the Save button to save that scan to the Documents tab.
Importing Documents
If you wish to attach a saved file to a patient record, you can use the Import function to do this by following the below procedure
- On the Document tab in the Patient Records module click the Import button
- This will display a dialogue box
- Navigate to your files saved location
- Highlight your saved file and click 'Open' to Import your document