All third-party scanners provide the functionality to scan and save the file to the computer. It is advised that you create a central folder to store these scanned items, which can be set within your scanner software settings. Consult your Systems Administrator about how to set the scanner settings, and how to scan within your scanning software.
Recommended file storage locations include:
o Desktop
o My Documents
Shared Documents (to cater for multiple users scanning)
Recommended file formats:
There are a number of places from which information can be scanned into Clinical;
o Via the Correspondence tab, Results tab, Letters tab and Documents tab within the patient's Clinical Window.
o Via the Holding File.
o Via the Scan/Import Correspondence window.
The scanning utility is available to different user types, based on the following rules;
Scan via the... |
Doctor |
Nurse |
User |
User |
User |
See also Document Management Scenarios.
The following steps describe the scanning process as shown via the Scan/Import Correspondence window. This process is the same, regardless of how you access it in Clinical.
1. Select
the Correspondence
tab within a patient's record.
2. Click
in
the upper tool bar. The Scan
Document window appears.
A single document can consist of a combination of
multiple scanned or imported pages. The Scan Document
window displays a list of all the pages you have either scanned
or imported into the current document. When you first
initiate a new scan/import session (to add a new document to the
patient's record), this window will initially contain no pages,
as shown above.
3. Click
This
calls your third-party scanning software, with which you conduct
the scan. Please consult its Help documentation if you require
assistance.
Upon completing the scan, you will be returned to the Scan Document
window. You will be able to see a preview of the scan you have
conducted, along with all the other scans you have added to this
document. Each thumbnail on the left-hand side of this window
represents a page that you have either scanned or imported into
this document. The example below shows that the current document
consists of two scanned pages.
From here you can:
o Delete pages from the document by right-clicking a thumbnail, and selecting Delete Thumbnail.
o Re-arrange pages within the document by selecting a thumbnail with your mouse, and dragging it above or below others in the list.
o Add annotations to a selected page. Annotation tools are available from the associated drop-down menu and button set. See the table below for information.
Items of interest on this window |
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Cleanup Menu |
4. Click to close the Scan Document window. You will be returned to the patient's record.
5. The Document Details window appears. Enter details as desired. The Subject and Document Type is required information.
o Date Entered: This is the date collected, for audit trail purposes, and cannot be edited.
o Document Date: Change to the most relevant date according to the document.
o Subject: Detects the name of the document, which may be the temporary file name assigned by the scanner.
o Description: A brief description of the document. This will be seen on the correspondence tabs.
o Document Location: The document will be stored in this location in the patient’s record.
o Document Type: This indicates the type of document.
o Assign to Doctor: This is the doctor that is required to action the correspondence, or the Doctor that has already checked the correspondence prior to scanning. If a doctor is not assigned to a document, this will only be visible when selecting ‘All Practitioners’ within the Holding File.
o Select Patient: All imports outside of the patient’s record will need to be assigned to a patient. All scans within a patient’s record are automatically assigned to the patient.
o Delete source
file after import:
Ticking this box will delete the scanned file after import.
6. Click OK to save the document information and close the Document Details window. The new document will now appear within the patient's record.