Using Patients - Documents Tab

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Documents Tab

The Document Manager within Optisoft Enterprise allows you to save a copy of a patient’s documents against their record.

By default all documents that you print from Optisoft are added to the list, keeping a record of all Recall Letters, Standard Forms and Standard Letters.

You can also add external documents to the Document Manager. These can either be scanned in, i.e. for received correspondence, or they can be imported directly, i.e. for email attachments.

Documents From Optisoft

Documents printed from Optisoft can include NHS forms, GP referral letters and Recall letters. These will appear on the list on the Document tab within the Patients module with a dark green arrow next to their name.

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.

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 in the network, as long as the scanner is plugged directly into the PC.

• On the Document tab in the Patients module click on the Scan Doc 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. You can add more types to this list see xxxxxx
• Click the Scanner button to start the scanner software.

Importing Documents

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