There it is again—that growing stack of papers that is the scan pile!
Did you know that not only can you designate an empty folder on your computer to saved scanned documents into automatically, regardless of the type of device you used to scan the document, but that you can also set certain document information to be pre-filled? It’s like putting your scanning on auto-pilot, and it just takes a few minutes to set up in the Dentrix Document Center.
Note: If you haven’t already set up Auto File Acquire, a message appears when you first open the Document Center. Click Yes to set up Auto File Acquire.
For the how-to steps, see Setting Up Auto File Acquire in Dentrix Help.
Here are some tips to help you understand some of the settings in the Set Acquisition Method Defaults dialog box:
- Document Type – Set the type so that it matches the type for the majority of items you scan in your office. For example, if you scan a stack of patient payment agreement forms, set the Document Type to Payment Agreement Documents. You can always edit the document type for individual documents later.
- Acquire without displaying Document Information – Check this box to prevent the Document Information dialog box from appearing. For example, if you have the Document Type set to Payment Agreement Documents, and you happen to be scanning a single EOB, you would probably want the Document Information dialog box to appear so you could change the document type and description for that document as it’s entered in Dentrix. But if you are scanning a stack of Payment Agreement Documents, it may make sense to check this option, so the Document Information dialog box doesn’t appear repeatedly.
- Set Default Scanner Import Folder – Enter the SAME computer path that is used for your scanner; otherwise, the auto-acquire feature won’t be able to import your scans into Dentrix. For example, if you set up your scanner to store its scans in C:\DENTRIX\Scans, auto-acquire must have that same path in this field.
- Combine Images Created with [X] seconds – Set an appropriate number of seconds. When scanning multiple images (such as X-rays) at once, Dentrix will combine documents into a single image if they are scanned within the amount of time you set here. Enter a number between 1 and 30. To prevent unwanted combining of images, set your number to 1 second.
For more information about working with documents, see our previous post on Setting Up Document Types.