Using the Document Manager > Managing Documents

Adding New Documents

To add a new document:

1. Select an option:

2. To add an account document:In the Account List window, select the account to which the document is to be added and select Documents from the Options section of the Express bar or the Options menu.

• If Statement Archiving is selected in the billing statement system settings, each time the Billing Statement report is generated a copy of the report is saved to each account included in the results and is displayed in the Account Archived Document section of the tree in the Documents for window.

• To add a patient document:In the Patient List window, select the patient to which the document is to be added and select Documents from the Options section of the Express bar or the Options menu.
  OR
  In the patient chart, click the Documents tab.

• To add a referring doctor document:In the REFERRING DR List window, select the patient to which the document is to be added and select Documents from the Options section of the Express bar or the Options menu.

• To add a claim document to an insurance company record:In the Insurance Co List window, select the company to which the document is to be added and select Documents from the Options section of the Express bar or the Options menu.

• To add a claim document to an insurance company plan record:In the Insurance Plan List window, select the plan to which the document is to be added and select Documents from the Options section of the Express bar or the Options menu.

• To add a claim document to an insurance claim record:In the Claim List window, select the claim to which the document is to be added and select Documents from the Options section of the Express bar or the Options menu.

• To add a claim document to a completed claim record:In the Completed Claim List window, select the claim to which the document is to be added and select Documents from the Options section of the Express bar or the Options menu.

• To add a lab case document:In the Labs List window, select the lab to which the case is to be added and select Multi-Case Document from the Options section of the Express bar or the Options menu. The Multi Lab Case Capture window is displayed.
  
  In this window, you can attach a document to several lab cases. Click Add Lab Case, or select the command from the Options section of the Express bar. The Lab Case List window is displayed. Double-click the lab cases. A message asks you to confirm the lab case addition. Click Yes. The Lab Case List window is displayed. Select Capture Lab Cases from the Options section of the Express bar.

The Documents for window is displayed.

2. To append a page to an existing document, see Appending (Adding) Pages to Documents.

2. Select Capture New Document from the Options section of the Express bar. The Documents for add window is displayed.

3. Type the document’s name in the Document Description field.

4. To use the name as the default for all new documents of the selected type, select Make Default. For more information, see Setting Capture Preferences.

5. The Category field defaults to a category based on where the capture process was started.  Example:If you are capturing a new document from the Patient List window, the Category field defaults to the Misc Patient Documents category.  
   To select a different category, double-click it in the Category drop-down field.

6. Move the slider to the appropriate compression quality. You can also type the quality in the field next to the slider.

7. Image files are compressed to save space on the hard drive. When a file is compressed, some information is lost. The greater the compression, the lower the quality of the image.

7. Deselect any records to which the document is not to be attached from the list in the Selection section.

8. The document is attached to all records selected in the list.

8. To attach the document to other records, select the type from the Record Type drop-down list, click Select Record, and select the record.

9. Click OK. The Documents for capture window is displayed.

10. Select an option:

11. To select a TWAIN compliant device:Click Select a TWAIN source. The Select Source window is displayed. Select the source, and click Select.

• A scanner is an example of a TWAIN compliant device.

8. To acquire an image using a TWAIN device:Click Acquire an image from the currently selected TWAIN source. The source software is launched. Acquire the image.

9. To import an image or document that is already on the network:Click Import An Image. The Import Images window is displayed. Select the image and click Open.
   
   Note: If you are importing a document that is not an image file, click the drop-down arrow in the Files of Type field and select All Files.
    

11. Click Save Capture. A message asks you to confirm the addition.

12. Click Yes. The Enter Document Information window is displayed.

13. Type the page label text in the Page Label field, or leave the default text, which is the original file name.

14. To make the text the default page label for new documents of the same type, select Make Default.

15. Click OK.

16. Click Close.

17. To help you locate the new document, it is selected automatically in the document tree.

Related Topics

Understanding the Documents for Capture Window Toolbar