Document Center can store any important document or image that you may need to attach to a patient, provider, staff member, insurance carrier, employer, and/or referral. One way that you can add files to Document Center is by capturing them with a WIA- or TWAIN-compliant scanner, camera, or other device. You can scan documents directly into each entity's Document Center, or you can scan documents as unfiled documents and then attach them to the correct entities later.
Notes:
To acquire documents or images from a device, that device's software or drivers must be properly installed on the computer, and the device must be connected to the computer.
Acquiring from a device requires the "Document Center, Acquire Document" security right.
To acquire a document or image from a device
In Document Center, do one of the following:
On the Acquire toolbar, click the From Device button to open the third-party program for the first device that appears on the button's menu.
Note: This button is available only if the software or drivers for a compatible device have been properly installed for Windows on your computer.
On the Acquire toolbar, expand the From Device button's menu (by clicking the downward-pointing arrow), and then select an acquisition source.
Note: This button is available only if the software or drivers for a compatible device have been properly installed for Windows on your computer.
On the Acquire menu, point to From Device, and then click a device name.
Note: The menu displays only compatible devices whose software or drivers have been installed and configured properly for Windows on your computer.
If applicable, do one of the following:
If the Password - Document Center, Acquire Document dialog box appears, user verification has been assigned to the "Document Center, Acquire Document" task. Do one of the following:
If your user account has been granted the "Document Center, Acquire Document" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Document Center, Acquire Document" security right, have a user with permission temporarily override this restriction so you can acquire a document this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Document Center, Acquire Document" security right. To have a user with permission temporarily override this restriction so you can acquire a document this one time, do the following:
On the message, click Yes.
In the Password - Document Center, Acquire Document dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The corresponding third-party program opens.
Select the documents or images that you want to acquire, and follow the program's instructions for acquiring the document or image. The specific steps to complete this process depends on the device you are using.
When the acquisition is complete, the Document Information dialog box appears.
Enter the applicable document information.