Scan Documents

Use the Scan tool 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 "Scanner User Options" for details.)

Use This Feature

1. 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.

2. Initiate Scan - Click Scan from the appropriate ribbon bar to scan the document using the current settings of the selected scanner.

   Scanning Options - You can optionally click the arrow beside the Scan icon, and choose Scan Manual to manually select your scanner settings. or Scan Text to scan the document in black-and-white, regardless of the document's original colors.

   Scan into Patient Correspondence History - Open patient folder > Patient ribbon bar > Patient section > Scan. (An Edge Cloud patient folder must be open for the Patient ribbon bar to be available.)

   

   Scan into HR Manager Employee Record - Open employee record > Employee Information ribbon bar > Edit section > Scan.

   

   Scan into Responsible Party, Professional, or Practice Correspondence History - Open the responsible party page, professional page, or your Dashboard > Local ribbon bar or Home ribbon bar > Tasks section > Scan.

   

   Scan into Insurance Company or Office Contacts Correspondence History - Open the insurance company or office contacts record > Scan.

   

3. Select Scanner - Depending on your Scanners User Options settings, you may be prompted for the scanning device to use before the scan will begin.See "Scanner User Options" for details.

4. Document Name and Category - Enter a name, and choose the appropriate history category for the scanned file, then click SCAN. (Use the History Category editor to set up the categories for sorting and filtering the forms and 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.)

   

5. 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.

6. Scan Additional Pages - 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.

   

7. Save and Exit - When you have scanned all pages, click Ok at the bottom of the scanning window to exit. The document is immediately added to the correspondence history.