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Scan Documents into Correspondence Histories

Use the scan feature along with your digital scanner to make an electronic image of any picture or document, and store that image in a correspondence history.

Get Started

Choose scanner to use - (Optional.) Choose which scanning device to activate automatically when you initiate a document scan from this machine. (See "Set Up Scanner Options" for details.)

How to Get Here

Scan into patient correspondence history - Open patient > Patient ribbon bar > Scan.

If the ribbon bar is not displayed at the top of your Edge window, click the Patient ribbon bar heading, then make your selection, or use the Show/Hide button at the far right of your screen. See "Show / Hide Ribbon Bar" for details.
Scan into HR Manager employee record - Open employee > Ribbon bar > Scan.

If the ribbon bar is not displayed at the top of your Edge window, click the Employee Information ribbon bar heading, then make your selection, or use the Show/Hide button at the far right of your screen. See "Show / Hide Ribbon Bar" for details.
Scan into responsible party, professional, or practice correspondence history - Open the responsible party page, professional page, or your Dashboard > Home ribbon bar > Scan.

If the ribbon bar is not displayed at the top of your Edge window, click the Home ribbon bar heading, then make your selection, or use the Show/Hide button at the far right of your screen. See "Show / Hide Ribbon Bar" for details.

Note that the Correspondence widget does not need to be open on your Dashboard for the scan to work with your practice correspondence history.
Scan into insurance company or office contacts correspondence history - Open the insurance company or office contacts record > Scan.

If the ribbon bar is not displayed at the top of your Edge window, click the Home ribbon bar heading, then make your selection, or use the Show/Hide button at the far right of your screen. See "Show / Hide Ribbon Bar" for details.

Use This Feature

Prepare your scanner - Place the item to be scanned (or the first page of a multi-page document) in your scanner, and be sure the device is on and ready.
Initiate scan - Click Scan from the appropriate ribbon bar to scan the document using the current settings of the selected scanner. Depending on your Scanners settings, you may be prompted for the scanning device to use before the scan will begin. See "Set Up Scanner Options" for details.
- You can optionally click the dropdown arrow and choose Scan Manual if you want to manually select your scanner settings. Or, select Scan text from the dropdown options to scan the document in black-and-white, regardless of the document's original colors.
Document name & category - Enter a name and category for the scanned file, and click SCAN. (Use the History Category editor to set up the categories for sorting and filtering the documents recorded in the correspondence histories and notepads of your patients, responsible parties, professionals, employees, and your practice.See "Set Up History Categories" for details.)
Select settings & start scan - (Required only when using the Scan Manual option.) Select the settings you want to use, and scan the document according to the instructions for your local scanning device.
Scan additional pages - (Optional.) After your scanning device has digitized the current page, you can insert another page in the scanner, and click SCAN to continue scanning a multiple-page document as needed. The scanning window indicates the number of pages that have been scanned into this document so far.
Save and exit - When you have scanned all pages, click Ok to exit. The document is automatically added to the correspondence history.