Setting up Scanning Using Attachments

This section provides a step-by-step quick reference guide to using the scanning solution using attachments in Vision 3.

We recommend you scan the document using OmniPagePro, then add the scanned document as an attachment in Consultation Manager, together with a suitable Read coded entry.

A separate logon to Vision should be created for recording scanned images in Consultation Manager. This can facilitate the automatic presentation of the appropriate data add window when a patient is selected thereby simplifying the process to add Attachments.

First - Create a new user in File Maintenance and Security in the usual way, for example, user Scan.

Sign on as this new user, and then edit the Consultation Manager Setup for the "scanning user" as follows:

1. Sign on as the Scanning user.
2. In Consultation Manager, go to Consultation - Options - Setup- Startup.
3. In Add Data Forms, click on Edit.
4. Then add Attachments as the Add Data Form on the Startup tab.
5. Click on the OK button to accept the selection.

Other aspects of the Consultation Manager Setup could be configured appropriately for this user, for example, Consultation Type / Start Consultation when Patient selected.