In PPS you can scan documents directly into the system and attach them to client log's to be stored and viewed whenever required.
You'll need to ensure that your scanner is functioning outside of PPS before it can be used to scan into the system. TWAIN drivers will need to be installed for your scanner before it can work alongside PPS, the manufacturer should be able to provide these for all TWAIN compatible scanners.
Important: For PPS Hosted systems you'll also need to install TS Scan to be able to scan directly into the system. TS Scan installation details can be found here.
a. To scan into PPS you'll first need to open the Document Library screen via Activities > Attach Document. Ensure the relevant client is selected and specify a Practitioner and Date. To associate the document to a Treatment Episode in the client's name select this from the dropdown. The document will then be listed in the Documents / Activities tab of that Treatment Episode.
d. Give the document a Heading, this will appear as the "title" of the document in the log screen and can be used to identify it. Enter any additional information in the Notes field.
e. Press Scan to begin the scanning process
f. In this next screen you'll see a series of controls and a preview window in which your scanned document will appear. To being scanning press Scan Document.
You can them rotate, zoom, and resize the preview of the image using the subsequent options on screen.
g. Access the Scanner Settings to make changes to how your scanner works alongside PPS and the files produced.