Using Documents in Dental4Windows

Using Documents in Dental4Windows

Quote
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. 


InfoEnsure 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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