Document Capture

Learn how to import and scan client-related documents into myAvatar NX. 

Prerequisites: You must have the following items configured in order to use the document capture functionality.

• Perceptive Content must be configured on the server.
• You must have access to Document Capture in the Client ChartView.
• You must have the ability to scan under the Document Management section of User Definition or User Role Definition forms.

1. Within the Search Results, double-click the Client Name. 
2. Select the Client’s Name from the NX Toolbar.
3. Select the Document Capture Icon from Client Dashboard toolbar.  
4. Select the Capture Mode: Scan or Import.
   Note: “Scan” is only applicable if the USB attached, TWAIN or ISIS driver compliant scanner is attached along with a workstation install of the perceptive webscan toolkit.
5. Select the needed Episode for associating the document.
6. Select the Capture button.  
7. Select the Browse button in the Select Files window to search your local workstation or network directory for the needed file(s).
8. Navigate to the document(s) that you wish to import and double-click it. 
9. When the Select Files window reappears, select Done. 
10. Image will appear within Document Capture so that fields can be applied prior to submitting the document to myAvatar and Perceptive databases. 
11. From the right side of the chart, select the correct Document Type from the Document Type dropdown. 
12. When ready, choose the Save button to complete the document upload.
    Result: After successful submission, the Document Capture screen appears. Notice that two green labels appear: Save was successful, and Document Added to the Avatar and Perceptive databases.  
13. Repeat this process for other clients and other episodes.