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Attach a Scan to a Existing Document

Q: How do I attach a scan to an existing document?

1.Open the Patient's Chart

Click on the Chart Rack docked tab located at the bottom of the chart workspace.

2. Select Docutainer to Attach Scan

2. Select Docutainer to Attach Scan

Locate and highlight the docutainer that you wish to attach a new scanned document to.

3. Scan the Document

3. Scan the Document

Click the Scan button located on the Common Toolbar (see screenshot above).

*Note: Do not click on the scan button that is located on the docutainer mini toolbar.  This will create a new Docutainer (with a new date/time stamp) rather than attaching scan to the current docutainer.

4. Select the Scan Source

4. Select the Scan Source

Highlight the desired scanner, then click Select.

Choose the desired settings from your Scanner software and then begin the scan.

5. Add Task Item

5. Add Task Item

After scanning, a new task item will be created for each scan.  Edit the Task as desired, then click Add to create the task items.

*Note: If scanning multiple pages, you may wish to check the "Apply To All" box.  This will allow your task item setting to be applied to all pages of the scan.

5. Scanned Document is Now Attached

5. Scanned Document is Now Attached

The scanned document will now be attached to the existing docutainer and a new tab is created.