1. If you haven’t already, select Scanned Documents in the LMR Desktop menu.
2. Click Add Cover Sheet. The LMR opens the Cover Sheet screen.
3. 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.
4. Click OK. The LMR returns to the Scanned Documents screen.
5. Repeat steps 2-4 for each single- and multi-page document to be scanned.
6. Click the check box in the first column of each cover sheet you want to print, and click Print Cover Sheets. The LMR prints cover sheets for each document. The cover sheet includes the information just entered and a barcode containing an LMR generated document ID. A printer icon (
) appears in the status field once the cover sheet is printed.
7. Collate the documents with the matching cover sheets.
8. Scan the documents using your scanning station.
9. The LMR adds the scanned document to the patient’s record as a note. Also, the status in the Scanned Documents view changes from Cover Sheet 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.