A batch of scanned documents can be uploaded all at once through the Inbox into an "Incoming Documents" folder where they can be sorted, attached to patients' charts and saved.
Upload Scanned Documents
To do so, you would click on the "Inbox" link at the top of your Schedule page view.
In your inbox, you can start the upload process, by clicking on the "Doc Upload" link in the top right corner.
In the Document Upload window, you'll need to make sure you set the "Destination" to "Incoming Docs", the "Queue" to "Default" and note the selected folder (e.g. Fax, Mail, File, Refile). After doing that, you can (1) drag and drop the files you want to upload into the grey area below the settings, and then (2) click "Start upload".
Take a moment to ensure all files uploaded successfully. If you see an error message beside one of the file names, it could be due to an unsupported file format, or a damaged file.
Now your files have been uploaded, the next step is labelling them and attaching them to a patient's chart.
Organizing and Labelling your Uploaded Files
To organize and label our uploaded files, we would click on the "Incoming Document" link from the "Inbox"
This opens the incoming document viewer where we -
1) Select the folder we uploaded our documents to
2) Adjust pages we need rotated, extracted, or deleted
3) Set the document's type, Description, and match it to a demographic and provider
Clicking "Save & Next" labels the document, attaches it to the appropriate patient, and forwards it to the selected Provider's Inbox for review.
Repeat the steps above until all uploaded documents in the folder have been labelled and filed.