Working with Documents

Working with Documents

This section will describe the basic functions of Document Management, such as importing, exporting, and printing documents. It will also explain how to view document history.

To import an image into Document Management:

1. From the DM tab, click on Scan/Edit.
2. Select the batch you would like to import the document into.
3. Click on Import.
4. Select the image from the folder you would like to import.
5. Click Open. Document will appear in the DM main screen.

To print a document:

1. From the DM tab, select the document (but do not check the box) you would like to print from the Search Results list.
2. Click on the Print icon at the upper right corner of the DM screen.
3. Select the printer you wish to print to.
4. When finished, click Print.

To delete a document:

1. From the DM tab, select the document (but do not check the box) you would like to delete from the Search Results list.
2. Click the red (X) Delete icon at the upper right corner of the DM screen. A pop-up window will appear asking if you are sure you want to delete. Click Yes.

To send a document to a user’s queue:

1. From the DM tab, select the document you would like to send from the Search Results list.
2. Click on Queue.

3. In the Narrow by… window, select the staff member whose queue you wish to send the document to. Click Select.

To add a doctor’s signature to a document:

1. From the DM tab, select the document you would like to add signature to from the Search Results list.
2. Click Add Dr. Sig.
3. The doctors signature of who is selected on the main screen should appear in a separate box.
4. Click Add. The signature will appear in the screen.

To add text to a document:

1. From the DM tab, select the document (but do not check the box) you would like to add text to from the Search Results list.
2. Click Add Text.

To add drawing to a document:

1. From the DM tab, select the document (but do not check the box) you would like to add drawing to from the Search Results list.
2. Click Add Drawing.

To adjust viewing preferences:

• Use the (+) and (-) icons (located on the upper right corner of the DM screen) to zoom in and out.
• Use the 90 icon to flip the document 90 degrees.

To view document history:

1. From the DM tab, select the document you would like to view the document history for.
2. Select the History tab on the far right of the DM screen. The document’s history will appear.