Batch Scanning

Batch Scanning

1.      Launch the Document Capture Form by searching for a client then clicking the Document Capture icon:

1.       You are prompted to select Scan or Import. Choose Import




1.      
You are prompted to select an episode, choose “Non-Episodic”


1.      Click the background image of the scanner or click the capture button.





1.       Select File then Browse to the location of the desired item(s) or drag and drop them from an open Window:



1.      If Browsing, select your item(s) from File explorer:


1.      After the file loads, fill in the details of your scanned item(s) on the right

a.      Choose a Document Type from the dropdown list

b.      Enter a Document Date, the current date should be the default value

c.       Optional: Enter a Document Description



1.      Click Save at the top.  The item will now be added to the Client’s Chart.




1.      The scan should complete.  After the file loads, fill in the details of your scanned item(s) on the right

a.      Choose a Document Type from the dropdown list

b.      Enter a Document Date, the current date should be the default value

c.       Optional: Enter a Document Description


10.       Click Save at the top.  The item will now be added to the Client’s Chart.


Note:   
Make sure that users only use "Keep Index Keys" or "Keep Document Type and Index Keys" when splitting a batch. If you try to use "Clear Document Type and Index Keys or "Keep Document Type", they will experience issues.