Documents Module

The Documents module allows for easy capture and management of clinically related documents such as health and dental history and clinical and consent forms and letters. Documents can be scanned directly, attached from a saved location or completed online, depending on the settings established for the document.

You can launch the Documents module by selecting Add/Scan Documents from either the Clinical Menu or the Documents icon on the toolbar.

The practice may classify documents into categories for easy identification and retrieval. Document categories are established by the QSIDental Web Administrator.

Complete an Electronic Form

HTML forms can be completed electronically by the patient and signed using an electronic signature pad. Once finalized, a PDF version is retained in the electronic record.

To add an electronic document to the patient's chart:

  1. Launch the Documents module.
  2. Complete the information in the Add a Document to the Chart window as desired.
  3. Choose a document from the list of categories.
  4. Enter or enhance the document's description.
  5. Click OK
  6. Have the patient complete the fields for the online form and sign with an electronic signature pad.
  7. Click Save.
  8. If all signatures for the form have not been obtained, an option box will open automatically.
  9. Click Save to save the form in its current version until all the signatures may be obtained.
  10. Click Cancel to return to the form.
  11. Click Finalize to save a PDF version of the form without all the signatures. Please note that the form cannot be reopened and edited.

Import a Document

Documents that have been saved can also be added into the patient's record.

To import a document:

  1. Launch the Documents module.
  2. Complete the Add a Document to the Chart window as desired.
  3. Choose a document from the Categories list.
  4. Enter or enhance the document's description.
  5. Select Import from an existing image or pdf file.
  6. Click OK
  7. Click Browse to locate and import the document.
  8. Click Save.

Scan a Clinical Document

When a document needs to be scanned into the record, a specialized scanning and viewing interface will open automatically when you select the document.

To scan the document directly into the file:

  1. Launch the Documents module.
  2. Complete the Add a Document to the Chart window as desired.
  3. Choose a document from the Categories list.
  4. Enter or enhance the document's description.
  5. Select Acquire via TWAIN device (example scanner).
  6. Click OK.
  7. Use the specialized scanning interface to scan the document.
  8. Click Save.

Scan and View Interface

When a document is scanned into the record or a previously saved file is opened, the QSIDental Web Scan and View interface will open automatically. Use the tool to adjust the scanning settings or to adjust the view.

Save

Save the scanned document.

Cancel

Cancel the scan.

Close

Close the scan interface.

Source

Select the scanner.

Mode

Select the desired scan quality.

Document Size

Select the document size.

Check boxes

ADF - Select to enable the automatic document feeder.

Duplex - Select to enable Duplex.

Skip Blanks - Select to automatically skip blank pages.

Use TWAIN UI - Select to use the scanner's interface.

Rotate

Rotate the image.

Crop

Crop the image.

Rotate Vertically

Rotate the image vertically.

Rotate Horizontally

Rotate the image horizontally.

Zoom

Zoom the image in or out or fit to the screen.

Print

Print the image.

Scan

Scan or reacquire the image.

Pages

Number of pages scanned.

View a Document

Once a document has been added, it becomes a line item in the Chart Details section of the Tooth Chart.

  1. To view a document, double-click the line item in the Chart Details section of the Tooth Chart.
    Note: How the document opens depends on how it was added to the file.
  2. Electronic forms that were finalized will open in a PDF viewer.
  3. Scanned or imported documents will open using the scanning and viewing interface.