Using Documents in Dental4Windows

Import and scan to Document manager, e-mail from Document manager and view eSigned treatment plans - eSignature device.

Import to Document Manager

Files and Folders can be imported to Document Manager. 

 Import Folder

1. Go to Patient Records > Document Mgr tab
2. Documents menu > Select Add Folder
3. Click Copy Folder or Move folder
   
   
1. Find and select the folder to copy/move
2. Click OK
   
   

Import File

1. Go to Patient Records > Document Mgr tab
2. Documents menu > Select Add Folder
3. Click Copy Folder or Move folder
   
   
1. Find and select the file to copy/move
2. Click OK
   
   

Scanning to Document Manager

Capture from a Scanner

1. Go to Patient Details > Document mgr tab
2. Select Documents menu > Capture from Scanner
   
   
3. Select the properties of the image in the Capture from Scanner window
4. Click Scan
   
   

Once scanning is complete, the image/document will be automatically named and saved.

Options available from scanned images/documents

You are able to right click on the file name and select the following options:

1. Open: Open the file on screen to be viewed
2. Save as: Save the file to an area on the local PC
3. Rename: Give the file another name
4. Delete: Remove the file from the Document Manager
5. E-mail: Send the file as an E-mail to someone
6. Properties: View the properties of the file
   

E-mail from Document Manager

Its possible to send a file or folder from Document Manager via e-mail. 

Ensure the e-mailing from a patients' file feature is setup (see E-mail from Document Manager section) 

1. Go to Patients Records > Documents mgr tab
2. Select the file/folder. To select more than one, hold the Ctrl key and click additional files/folders
3. Go to Documents menu > E-mail 
1. From: Practice e-mail automatically enters
2. To: Enter the recipient e-mail address; by default the patients' e-mail is entered
3. CC: Include additional e-mail addresses if required
4. Subject: Enter the e-mail subject
5. Attached: The selected file from Document Manager
6. Enter the text to appear on the e-mail
7. Click Send
   
   

View eSigned Treatment Plans - eSignature Device

Electronically signed Treatment Plans can be viewed by following these steps. 

1. Go to Patient Records > Document Manager tab
2. Select the folder Treatment Plans 
3. Double-click the PDF file to view the signed treatment plan
   
   

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