Attaching a document to the record

There are several areas within AmkaiOffice where you have the opportunity to attach a document, such as a driver's license or insurance card, to the person or patient record. In those areas, you will see the name of the document next to the following three icons:

• Check mark icon launches the Document Editor, which allows you to add an image to the record.
• The Print icon prints the document attached to the record.
• The minus sign icon removes an attached image.

To attach a document to the patient record:

1. Click the check mark icon. The Document EditorDocument Editor appears.

   

2. Choose one of the following options for acquiring the image:
   • Scan in the documentScan in the document
     1. 1. Click the Scan button. Select an available scanner from the prompt that appears.
        2. Click OK. The image is scanned.
        3. To scan the back of the document, repeat steps 1 and 2.
        4. To edit the image, click the plus sign icon. The Edit Image dialogEdit Image dialog appears. Click here to learn how to edit the image.

           

        5. To delete the image, click the minus sign icon.

      

1. • Import the image from your computer or a network locationImport the image from your computer or a network location
     1. 1. Click the Load button. A Windows Explorer windowWindows Explorer window appears.

           

        2. Navigate to the location where the image is stored and select it.
        3. Click Open. The Load Image dialogLoad Image dialog displays. Click here to learn how to edit the image.

           

      

1. • Import the image directly from the Images folder on your computerImport the image directly from the Images folder on your computer.
     1. 1. Click the File button. A Windows Explorer windowWindows Explorer window appears, open to the Images folder.

           

        2. Navigate to the folder where the image is stored and select it.
        3. Click Open. The Edit Image dialogEdit Image dialog displays. Click here to learn how to edit the image.

           

      

3. To add a comment to the image, click the plus sign icon to the right of the comments sectioncomments section at the bottom of the Document Editor. Type your comment in the Input dialog that appears, and click OK to save it. To edit a comment, select it and click the check mark icon. To delete a comment, select it and click the minus sign icon.

   

4. Click one of the following options from the bottom of the Document Editor dialog:
   • OKOK

     Click to save the image

   • PrintPrint

     Click to print the image

      

   • CancelCancel

     Click to discard your changes

To print a document attached to the patient record:

1. If there is a document attached to the screen you are viewing, the print icon next to the document name will be activated.
2. Click the print icon. The print preview windowprint preview window appears.

   

3. The toolbar of the print preview window offers various options such as saving the image as a PDF, scrolling through multi-page images, etc. Hover text for each icon in the toolbar identifies its function.
4. To print the image, click the print icon from the toolbar.

To remove the document from the record:

1. Click the minus sign icon next to the document name.
2. A prompt appears asking if you are sure you want to permanently remove the document from the system. Click Yes to delete the document.

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