The instructions below use the preface that system default settings have not been changed.
- Access Patients > search for and open a patient > Documents/Images.
- Highlight the folder for the scanned document/image location.
- Click the Scan Document icon.
- Some systems may receive a message similar to "The scanning interface has attempted to start using a popup window. Click here if the popup window did not open." If you do not receive this message, the window has opened in a new tab on your browser.
- A Select Source modal displays with the information that was configured during setup. Click 'Scan.'
- A Message modal displays that indicates the scan was successful. After the scan is complete, if necessary, use the Edit Image modal to make changes.
- In the Document Details modal, input a File Name; names can only contain letters, numbers, spaces, dashes, and underscores. The Description/Comments field is optional. Click 'Upload.'
- The image is available in the folder you highlighted in step #2.
- Highlight the image, the right side of the screen opens. This allows you to change the file name and/or add or change information to Description. If changes are made, click 'Update.'
System Default Settings
- Scan Options: Show UI, AutoFeeder, and Duplex settings all apply to your scanner. Some scanners may not have these capabilities.
- Show UI: A new window opens to make changes to your scanner settings.
- AutoFeeder: If your scanner supports multiple pages, enable the checkbox. "File Format" MUST be changes to either TIFF or PDF and then Multi-Page TIFF or Multi-PDF for the multiple pages to upload.
- Duplex: Your document/image has information on both sides. Your scanner must support this feature. "File Format" MUST be changed to either TIFF or PDF and then Multi-Page TIFF or Multi-Page PDF for the multiple pages to upload.
- Pixel type: Default is gray - change to B&W (creates greater contrast), or color, if appropriate.
- Resolution: Higher resolution numbers create more contrast/detail within the image.
- File Format: File format dictates the type of file for the image. We recommend the use of JPEG for images and PDF for documents. If you are scanning multiple images into the same file, you MUST choose TIFF or PDF and then the matching multi-page setting.
- Image Window: The image window is the area of the screen you can view the images you have scanned. At the bottom of the screen there is a 'Remove Selected Images' button. You can also use the button for Remove All Images.
- Preview Mode: The default setting is 1X1. This setting allows the user to display one image within the window and the user needs to scroll or use the page arrow to view multiple images. Select 2X2 to view two images per line, and 3X3 to view three images per line.
- Scanning Integration Troubleshooting for a Mac