Scanning support in myPractice

Recently I posted about adding scanning and a few other productivity tasks to the Client Search screen.   Now that 2.22 is out, I thought I would expand upon that and give you some more details.

The Add Document dialog can be invoked from
1) the “Add Document” button on the Navigation Bar under the Clients section (left hand side of screen), or
2) from the “Add Document” button within the Client Details > Documents/Phone Calls tab, or
3) from the Client Search ‘Quick task’ link.

When you open this dialog and hover your mouse over the scanner icon you will see the following:

Before clicking the icon, ensure that your scanner is plugged in, turned on and that it is working.  The first time you click the scanner icon, myPractice will search for all possible imaging devices on your computer and you will be presented with the following dialog (Note: of course your List of Sources will differ to mine as you will have different equipment attached to your computer):

In my example there are 3 Sources listed.  The ‘Lifecam’ Web Camera and my scanner which is listed as TW-Brother and WIA_Brother.

The reason my scanner is shown twice is that I have both the “Brother” Driver and also the “Windows” (Windows Image Acquisition) Driver installed.  Where it is possible, we recommend choosing the WIA – Windows Driver. 

Select your Scanner and myPractice will store this as your default device so you will not be prompted to choose your device every time.

Next you will see the Windows Scanning Preview screen.  Use this screen to set your scanner settings, preview and scan the document.

Once the document has been scanned, you add your description, Save and Close.

The document is saved as a PDF file and now appears in the Clients record.