AutoCapture

Electronic Health Records

Scanning Instructions

Physician Workflow Solutions Professionals

AutoCapture

2

Document Management Instructions

Table of Contents

Autocapture Scanning from MFP Device…………………... 3 Menu, Chart Number, Tabs…………………………………….4 Tabs, Document Type…………………………………………. 5 Date, Ready to Send, Start Button…………………………….. 6 Continuous Scanning…………………………………………...7 Autocapture Scanning from PC………………………………8 Autocapture, Sending to the EHR…………………….………...9 Chart Number …………………………………………………10 Tabs……………………………………………………………11 Document Type ……………………………………………….12 Route to Provider………..…………………………………….13 Date, Send Now……………………………………………….14 Using Autocapture with a Word Document…………………..15 Autocapture icon and EHR option…………………………….16 EHR box for classification…………………………………….17

3

Autocapture Scanning from MFP Device

When you walk up to the MFP you will first choose the large APPLICATION button on the left side of the panel.

Then touch the AUTOCAPTURE button on the Touch Screen.

This will connect you to the document routing process.

4

From the screen below you will highlight EHR Manual Entry and Touch NEXT. This will allow you to begin “filing” your document into the EHR. First you will enter the Chart Number and Touch NEXT. Keep in mind this can be customized to meet your practice needs.

After the Chart Number is entered you will place the document into the appropriate TAB by choosing the type of document and touching NEXT. These TABs are determined by you during the set up process up to 100 tabs.

5

Now you will further classify your document by choosing a DOCUMENT TYPE. This will tell you at first glance inside the EHR what kind of document was placed in the chart. Again, customized by you the DOCUMENT TYPE’S are dove tailed to your practice/business needs.

After classifying the document with your perimeters you can now enter who else may need to view the document by routing it to the appropriate person. For example, the document will be placed in the appropriate area of the EHR in the appropriate chart and you determine it also needs to be reviewed by the doctor, nurse or office manager. You will do this by choosing the appropriate name button. If no one else needs to view the document you will choose NO ROUTE and touch NEXT.

6

Finally you will enter the DATE and touch NEXT. Your document is ready to be “filed” and if applicable placed in the appropriate inbox for review.

On the READY TO SEND Screen you may change the setting for the image such as density, zoom, or resolution. Once complete you will press the Big Green Start Button on the panel.

START Button

7

After this document is sent to the EHR you can choose to send more documents to either the same place by selecting SAME DESTINATION, SAME MODE which will take you back to the READY TO SEND screen or to a different chart by choosing SAME DESTINATION, DIFFERENT MODE to begin your classification process again. If your scanning is complete you will touch FINISH.

8

Document Management from your PC Autocapture also allows you to move electronic documents whether faxed, scanned or created into the EHR with a few simple steps. Below we have created folders that hold faxes, scans and other documents in PaperPort. PaperPort will allow you to review and annotate these electronic documents and then send them into the appropriate chart and/or inbox. Below is an incoming fax that will be placed in the appropriate chart in the EHR.

To begin the routing process the document is highlighted and the Autocapture button is clicked.

Autocapture Button.

9

When the Autocapture button is clicked the following pop-ups appear and this will prompt you to choose the EHR button.

10

Once the EHR box appears you will begin the classification process first by entering the CHART number.

11

Next you will select the appropriate TAB.

12

Then the DOCUMENT TYPE will be entered.

13

Next you will choose where the document should be routed. For example if someone else needs to review the document in addition to “filing” it in the EHR it will be routed to their Inbox. No Route may also be chosen.

14

And finally, the DATE will be selected.

Now it is time to send your document to its destination, you will do this by clicking on Send Now.

15

Using Autocapture with a Word Doc.

Another one of the many helpful features for your practice is the ability to move a saved Word Document into the EHR using Autocapture. This can be done two ways, from within Paperport as pictured below or directly from your Word application. From inside Paperport you are able to access Word from the icon on the bottom of your screen. This will open your Word application; next you will retrieve the document that needs to be stored in the EHR.

16

In the photo below you will notice an Autocapture button as been added to your tool bar. When you click on the Autocapture button the Send to and EHR boxes will appear.

17

Next the EHR box will appear and you will be able to classify and store the Word document into the desired Electronic Health Record. The same directions apply outside of Paperport by opening your Word application from your desktop and using the Autocapture button on the tool bar.

Other applications can be accessed through Paperport such as Microsoft Outlook, Paint, Corel, Windows Xcel and Notepad. Once inside the application Autocapture can be utilized to classify and store your documents into the EHR.