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RESULT: Every historical document is filed and assigned the corresponding date and provider’s name.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.