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scanning.md

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id title date version lastAuthor mimeType links source wikigdrive
1K6yscB7qxQVp_0D1Q4uRBiJmrYQsIQ7tqQeS2PEQcs0
Scanning
2025-03-12T13:51:54.741Z
332
anichols
text/x-markdown
0008bcbb1563384efe0a28ada6f97e9432e65f10

The  {{% system-name %}} system has integrated scanning functionality designed to streamline all scanning and indexing needs. The following information provides a basic introduction to these scanning and indexing capabilities, along with details on how to access and utilize these features.

Scanning Using WebScan

In order to access and use WebScan, users must have the appropriate security permission granted. If users experience any issues accessing or using WebScan, ensure their MIEWebScan security setting is set to Edit.

To begin using the WebScan capabilities, first click the WebScan sidemenu option.

Once the page loads, users will see the Batch Search Criteria search options at the top of the page, with all checked-in batches shown below, in the list view. Checked-in batches are simply batches of scanned documents that need indexed into the appropriate charts.

To begin scanning, simply click the Add Batch link found in the upper-right corner of the screen. Once clicked, the Batch Upload screen will open. Here, users may scan and index documents,accordingly.

Batch Upload screen in releases 202309 and earlier:

Batch Upload screen in release 202403 and newer:

  1. Align and insert the document(s) into the scanner tray according to the scanner specifications. Scanning can be done in portrait or landscape orientation.
  2. If configured for use, select the Partition dropdown to specify the partition to which the scanned document(s) need assigned. This field only displays if the Show Partition Restrict system setting is enabled. Once a batch is assigned to a specific partition and scanned, only users with access to that partition will be able to see the scanned batch in WebScan.
  3. Using the Priority dropdown, set the priority of the batch. Select Low, Med, or High.
  4. Clinic Location field can be utilized to indicate which clinic location this batch belongs to and/or assign to
  5. If any comments need to be associated with a batch, simply type them into the Comments field, as necessary.
  6. To review and ensure the scanner settings and preferences are enabled, click the Settings button. Users may change these settings, as needed.

* <strong>DPI</strong>: It is recommended that Resolution be set to 200 dpi. It is not recommended to scan with a dpi resolution lower than 150.
* <strong>Color</strong>: It is recommended that Color Depth be set to B/W (black/white). Users should only use the Color setting when absolutely necessary. This can be set per page by simply changing the preference for each page being scanned.
  1. The connected scanner should automatically be detected by the WebScan program. However, users can confirm the established connection by clicking the Settings button and viewing the listed scanner is correct and highlighted for use.
  2. When ready, click the Scan button to begin scanning the documents. If any of the pages become jammed during the scanning process, simply acknowledge the error on the screen and click the Scan button, again. The system will resume scanning the remaining documents and automatically attach them to the previously scanned pages (i.e., the current batch of scanned documents).
  3. Once the documents have been scanned in, WebScan will display the last document scanned, along with the total number of pages scanned into the batch. Using the Prev or Next Icons, users may view the documents of the batch.

Editing Scanned Batches

Once documents have been scanned into the WebScan module, users may make any necessary edits to the batch, before uploading the scanned documents into the respective charts.

{{% info %}} Indexing can be done immediately following scanning, or saved for a later time. {{% /info %}}

Move Left or Move Right: Users can use the Move Left or Move Right button to rearrange the pages of a batch. After using the Prev and Next buttons to navigate through the pages, users can then use the Move Left button to place the current page being displayed ahead (i.e., to the left) of the next page. Clicking the Move Right button will place the current page after (i.e., to the right) one page.

Rotate Left or Rotate Right: When a document is upside down, use the Rotate Left or Rotate Right icons.

Delete: Clicking the Delete button will delete the scanned image being viewed. This will not prompt the user with a confirmation request. As soon as the Delete button is clicked, the image will be removed, immediately. If the deletion is done in error, the user will need to rescan the original document.

PREV (Previous Page) or Next (Next Page): To view the pages that were scanned, click the Previous Page or Next Page icon.

Scan: When loading more than one document to a scanned batch, users will use the Scan button. Simply place the additional documents in the scanner tray and click the Scan button. The newly scanned documents will be appended to the end of the existing batch.

Upload: Once the documents have been reviewed, click the Upload button to complete and upload the batch. Once the batch is uploaded the user is returned to the Webscan batch list.

Upload and Index: This feature is available in release 202504 and newer. When selected, the batch will upload and open the indexing screen in a new browser tab.

Settings: Review the scanner settings and scanner selected under the Settings button

Uploading/Closing the Batch

Once scanning and editing is finished, users may choose to upload, upload and index, or close the batch. The following information provides details regarding each of these processes.

Close a Batch

Users may close a batch by clicking the X icon from the Batch Upload window. Performing this action will close the entire batch, not saving any of the work, and the user will be exited out of the Batch Upload screen.

Upload a Batch

To save a batch for later, users may use the Upload button. Clicking the Upload button from the toolbar will save the scanned batch. A confirmation message will display indicating the batch was added and display the Batch ID number. Click OK to continue and return to the checked-in batch list. Or click the Open and Index link to open the batch and immediately begin Indexing the batch. The Open and Index feature is only available in release 202403 and newer.

Upload and Index a Batch

To upload and index the scanned documents, click the Upload and Index button. This feature is available in release 202403 and newer. When selected, the batch will upload and open the indexing screen in a new browser tab. For detailed information on how to index scanned documents, see our Indexing online help documentation.

{{% tip %}} If a user must index the documents at a later time, after clicking the Upload button, he/she can simply click the Close button from the Indexing screen. Comments can be added and the priority updated in the Close Batch dialog window, if necessary. Once the dialog window is closed, the batch will automatically be saved to the WebScan Checked-In queue for indexing later.

{{% /tip %}}

Learning Management System

To learn more about Scanning, follow the link below to the Learning Management System course: