Skip to main content

Staff POS Scan - Perceptive

  1. Last updated
  2. Save as PDF

Importing documents from the "Staff POS Scan" form in myAvatar

Purpose: This is the MyAvatar form used for import and scanning in Staff-related document into the system.

Prerequisites:

  • ImageNow needs to be setup and configured on the end users local machine
  • Access to "Staff POS Scan" form in User Definition/User Role Definition
  • Ability to Scan under the Document Management section of User Definition/User Role

How do I launch ImageNow from the "Staff POS Scan" form?

  • Navigate to the Staff POS Scan form.
  • In the Staff ID field, search for the appropriate Staff member by their staff ID # or their last name.
  • Launch ImageNow by clicking on the “Launch POS Scan” command launch button.

How do I import a staff document into myAvatar from ImageNow?

  • The ImageNow software will launch and open a file explorer window.
  • Navigate to the document that you wish to import and select a document to import by double-clicking on it.

  • The document/image will appear in the Staff Scan folder. A user will not be able to capture/submit the image until it is removed from this folder.

  • Drag and drop the document/image into the folder to link it a specific Document Type the document/image represents.
    • In this example, the Staff License is linked to Licenses Document within the Practitioners Group.
  • When ready, click the Green Submit button.
    • This button may be located at the bottom of your screen.

  • After submission, ImageNow will automatically close and you will return to the Staff POS Scan form.
    • You can repeat this process for other staff members

 

Approved - 10/21/2013