Using the Document Manager > Managing Documents

Setting Capture Preferences

You can set the capture preferences for claim, patient, lab case, portrait, referring doctor, account, and clinical image documents.

To set the capture preferences for a document type:

1. In the Documents for window, select Capture Preferences from the Options section of the Express bar. The Preferences for window is displayed.

2. Select the document type from the Type drop-down list.

3. Type the default page name for all documents of the same type in the Default description for the new documents field.

4. Type the default tool tip label for all documents of the same type in the Default Description for new Images field.

5. To save each document automatically, select AutoSave each acquisition.

6. To enter information for each document automatically when e-mailing from the document manager, select Initialize message text with page annotations when E-Mailing Documents.

7. To display the Enter Name Information window each time you save a document, select Prompt for document name when adding new documents. If this checkbox is selected, you can type a document name for each document added from the document manager.

8. To display the Enter Name Information window each time you save a document, select Prompt for page label when scanning a new page. If this checkbox is selected, you can type a page label for each document added from the document manager.

9. Click OK.