Historical Scan Options
HISTORICAL SCANNING OPTIONS
OPTION I – Archived Folder
• Open up patient chart
• Scan into the Archived Folder
• Click on document and Open the Filer
• Index documents into the appropriate folder, assigning the corresponding date and document owner (provider)
RESULT: Every historical document is filed and assigned the corresponding date and provider’s name. Documents can potentially be reviewed for QA prior to filing in chart.
NEGATIVE EFFECT: Time consuming to file after scanning and for a valid QA process.
OPTION II – Historical Folders
Upfront work:
• Create hs document types and assignment to folders
Workflow:
• Open up patient chart
• Scan all documents directly into the hs folders for the corresponding document type
RESULT: Multiple dates documents are filed as one document under the “hs” heading indicating that it came from the paper chart. More efficient scanning workflow.
NEGATIVE EFFECT: Documents are filed at a higher level and lumped together as one document. Provider would have to page through the documents in Chartviewer.