1. Separate documents into groups of either single-page or multi-page documents. Separate multi-page documents with separator sheets.
2. Scan the documents using your scanning station.
3. To locate the scanned documents in the LMR, select Scanned Documents in the LMR Desktop menu.
4. The Scanned Documents view contains an Entered By drop-down box which defaults to your name. The documents are automatically associated with your name in the LMR and appear 3-5 minutes after they were scanned.
5. The Scanned Documents view consists of the following four links, sorting the documents into queues: All, Completed, Cover Sheets, and Scanned. Select either the All or Scanned link depending on your preference.
6. Find the document you want to index, and click the document’s Subject link which defaults to Scanned Document. The LMR opens the Index screen that includes an indexing area and the scanned document displayed in an image viewer.
7. You have the option to enlarge the image by clicking Enlarge or clicking the larger magnifying glass icon on the image viewer toolbar.
8. Fill out the following required fields: Subject, Service Date, Patient, and Author. The Category and Type, Comments, Restricted, and Should be acknowledged are not required. Fill them out as appropriate according to your site's guidelines.
9. Click OK to save the document to the patient’s record and return to the Scanned Documents screen, or click OK-Next to save the document and display the next document in the Scanned Documents list for indexing. The LMR adds the scanned document to the patient’s record as a note. Also, the status in the Scanned Documents view changes from "Scanned" to "Completed."
10. When you have finished indexing all of the documents, return to the Scanned Documents view and select either the All or Completed tab depending on your preference. Review the documents to ensure that all were indexed correctly.
11. Remove the items from the list by clicking the check boxes in the first column of each item and clicking Remove. The documents are saved as Notes in the patients’ charts.
Note: You cannot make any changes to the indexing fields once the document has been removed from your Scanned Documents view. The only way to do so is to error out the Note, and scan the document again.