Scanning

  1. Patient Records: Scan document, Name document (Pt Name, Document Name, where it came from if not RRCC, date), save in @Import folder in the Share Drive.
  2. Find Patient in ChiroTouch Front Desk, Patient Management, search name, open Patient Records, click on (+)New, File, Import File, Select saved file. Ensure it is now located in Patient Records.
  3. If record is related to DOT Exam, also upload in 3bExam: Exams, Search Exams, search by last name
  4. Click on the little up arrow, then Choose File, Choose Record, under document type select Last Treatment Note from Physician, Upload.
  5. If Record says scan to FM Logics, also upload to FM Logics: Patients, type last name,then search
  6. Click on File Cabinet, then Choose File, choose record; check the box next to allow patient to access this file, upload file.
  7. Delete Documents in @Import folder after ensuring it is in Patient Records and/or 3bExams or FM Logics.
  8. Receipts: Scan document, Name document (document name & date), save in @Receipt folder in the Share Drive.

Updated 7-31-2024

Scroll to Top