Importing Documents

Documents can be imported into any patients contacts tab to refer to at a later date when needed.

To Import an Existing Document:

1. Click on the “import” button on the patient's Contacts screen; a window similar to the following will appear:

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   Open

   

   NOTE: The default File Types are for Documents. Only documents that match these File Types will be displayed. Click on the down arrow to see further options. If in doubt select All Files(*.*). Under this setting you will see all the Files in the folder being viewed.

2. Locate the document to import and highlight it, then click the ‘Open’ button or double-click on it. The following screen will appear:

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3. This window enables the user to identify the imported document using the available fields.

4. Select the patient the document being imported relates to. (The patient will default to the patient record you are using).

5. If undertaking a bulk importing session, click the import button from any patient record; select the correct patient in the Document Details window. This will save each imported document into the correct patient record.

6. Either use the date the document is being imported or when it was created in the ‘Date’ field. Set a policy for the practice as to which date should be recorded.

7. The Description will default to the imported document name. If dissatisfied with this enter a meaningful Description that will easily distinguish this document from others the patient may already have on file

8. The Creator should be changed to the name of the person who authored the document. Choose a Standard for entering names such as ‘Last name’, ‘Initial’.

9. There are 6 Document Types; choose the one that best represents the document you have imported.

10. Click on the ‘OK’ button; the Document will now be displayed in the ‘Contacts’ tab. The symbol selected will depend on the Type of File imported.

NOTE: EXDOC has copied the original document and placed the copy within the EXACT Dental system. If required, delete the original document from your computer to prevent duplication.