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Use Annotations - Perceptive

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An annotation is a graphic that you can add to a scanned or document-routed document to show markups or comments without affecting the original image. 

Examples of annotations include hiding information by covering it with a black rectangle, adding notes to a document on a sticky note, or highlighting content you want to draw attention to. 

Note: At this time, Perceptive does not support annotating imported documents (e.g. PDF, DOCX).

Prerequisites:

  • You must have access to the Clinical Document Viewer form in User Definition or User Role Definition.

Add an Annotation

Complete the following steps to add an annotation to a scanned or document-routed document in myAvatar .

  1. Open the client’s ChartView and select a document.
  2. To open the document, select the check box in the View column and select the View button.
  3. Select any of the pages of the document.

Note: For documents with multiple pages, select the thumbnail image in the left pane to select a specific page.

  1. Select   > Create Annotation.
  2. Select the cursor in the document.

System result: The Annotation dialog box opens.

 

 

  1. In the Annotation Type and Annotation Template drop-down lists, select an option.

System result: Based on the annotation type you select, the options available to select in the Annotation Template list are updated.

 

Annotation Type
Annotation Template

Highlight - Ability to highlight an area of the document.
  • Highlight
Rectangle - Draw a rectangle on the selected portion of the document.
  • Red Rectangle - Draw a red rectangle with a transparent center around an area of the document.
  • Black Redaction - Draw a solid black rectangle over the top of the selected area of the document.
StickyNote - Ability to add a note on an area of a document. This note will include a username and date/time stamp.
  • StickyNote
  1. Select Add. 

  2. Select the edges of the annotations box to adjust the size and location of the annotation.

Note:  Your cursor changes appearance from a pointer to four arrows  when you have selected the entire annotation to move, or to two      arrows to indicate that you are resizing the annotation.

  1. Select Save. 

Edit an Annotation

Depending on the type of annotation you’ve added to a document, you can modify the size, look, or type of annotation. Complete the following steps to edit an annotation you added to a document in myAvatar .

  1. Select the annotation in a document.

    • The Edit  and Delete  buttons are displayed when the annotation remains selected.​

    • The edits you can perform are based on the type of annotation you have selected. Perform any of the following steps to edit your annotation.

Annotation type Steps to edit
Highlight

You can change the color of the highlight.

  1. Select the drop-down arrow in the Fill Color list.
  2. In the color pallet, select a color and select OK.
Black Redaction or Red Rectangle

You can change the line color and the fill color.

  1. In the Line Weight drop-down list, select the number to represent the thickness of the border line.
  2. Select the drop-down arrow in the Fill Color or Line Color lists.
  3. In the color pallet, select a color and select OK.
StickyNote

You can add additional notes.

  1. In the Add Comment box, type some text. 
  2. Select OK.
  1. Select Edit .
  2. Select OK to commit the change to the annotation.
  3. Select Save. 

Delete an Annotation

You can delete an annotation that has been placed on a scanned or document-routed document.

  1. Select an annotation.
    System result: The Edit  and Delete  buttons are displayed when the annotation remains selected.
  2. Select Delete  .

Hide an Annotation on a Document

Complete the following steps to hide an annotation to a scanned or document-routed document in myAvatar .

  1. Open the client’s ChartView or Clinical Document Viewer and select a document.
  2. To open the document, select the check box in the View column and select View.
  3. Select   > Hide Annotation.
    Result: The document annotations will remain hidden until the document is closed.
  4. To display the annotation select  > Show Annotation.

Print an Annotated Document

Please note that with Perceptive 2017 (or later) and RADplus 2018 Update 63, an annotated document can be printed with the annotations visible.