Scanning documents

You can scan documents into a patient's record from a scanner connected to your computer.

Notes:

• A TWAIN driver is required to use this feature.

• An acquisition agent (provided by Henry Schein One) must be downloaded and installed; this is the same acquisition agent used by Dentrix Ascend Imaging.

• Scanning is available only on a Windows computer.

To scan documents

How to get there

1. Use the Patient Search box to access a patient's record.

   Notes:

   • If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.

   • You can include inactive patients in the search results by setting the Include inactive patients switch to On.

2. On the Patient menu, under General, click (or tap) Document Manager.

   The patient's Document Manager page opens.

1. On a patient's Document Manager page, click (or tap) Scan.

   

   If the acquisition agent is not installed, the Acquisition Activation dialogue box appears. Otherwise, skip to step 3.

   

2. You must click (or tap) the Click here link to download and install the acquisition agent. After the installation is complete, click (or tap) Done to proceed with scanning documents.

3. The Select a Scanner dialogue box appears.

   

4. Select a TWAIN device in the Device Name list.

5. Click (or tap) Proceed with Scanning.

   The third-party application for the selected device opens.

6. Scan a document.

   The scanned document is uploaded to Dentrix Ascend as a .jpg file and appears in the Upload File(s) to Document Manager dialogue box.

   

7. Do any of the following:

   • Add documents - Click (or tap) New Scan, and then repeat step 6 to scan additional documents as needed.

   • Change a document name - Enter a new name in the Document name box of a scanned document.

   • Remove a document - Click (or tap) the Remove button of a scanned document. Then, click (or tap) Delete on the confirmation message that appears.

   • Tag a document - You can add tags to any scanned document to categorise or classify the document being scanned. Begin typing in the Tag(s) search box of a scanned document. Continue typing as needed to narrow the results list. Then, either select the desired tag or the '[text]' (Create) option (where [text] represents the text that you have typed) to add a new tag (which can be used to tag any other patient's documents, too). Repeat this process as needed to add other tags to the document or image. In the document manager, you can view documents and images by tags, and you can add tags to documents and images as needed. Each document or image can have up to five tags.

8. Click (or tap) Done.

Related Topics

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Related Errors/Questions

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