Image and File Import

Image/File Import is a tool used to add documents and images to a patient chart. Documents can be imported from a user's local computer or scanned and stored to the patient chart. Files added to a patient chart can be viewed in the Imported Documents tab of the chart.

  • Users must have an Access Level of Chart Folder, Summary and View-Only, Restricted Chart Entry, or Full Chart to add documents to a patient chart
  • To sign and add notes to documents, a user must have Can sign selected in their user profile
  • Selection list items for the Add from Favorites List for the Summary field can be customized by the Clinic Administrator by going to Tools > Preferences > CLINIC > Clinic Wide Form Data > Begin Edit and selecting Image Import from the Tab list
  • Selection items for the Add Note Add From Favorites list and the Route Message Add From Favorites list are customizable at the user and CLINIC level. Go to Tools > Preferences > CLINIC or [user] > Form Data > Begin Edit and select Image/File Import from the Tab list
  • A default Import folder or directory can be selected in Machine Specific settings
  • Default Scan Workflow, Direct Scan Source, and Local Folder Scanning Path can be specified in Machine Specific settings or by clicking the gear icon () on the Scan button
  • For direct scanning of documents, see Sevocity's System Requirements for a list of supported scanners
  1. Go to Tools > Image/File Import
  2. Click Import
  3. Locate and select the file from the folder or directory and click Open
  4. Click Select to search for and select a patient
    1. If a patient chart is open when the Image/File Import tool is selected, the patient name will be populated in the Patient field
  5. Populate the following required fields:
    1. Type: select the category of the document being added
    2. Clinical Date: populate the date associated with the document
    3. Summary: type a description of the document or click Add from Favorites and select one or more items from the list

    4. Optional: select a user from the Provider list to associate the user with the document

  6. Click Store to Chart or Sign
    1. If signing the document, click OK to sign and save to the patient's chart

    2. Optional: click Add Note and type a note in the free text field or click Add from Favorites and select one or more items from the list

  7. Click Close to close the Image/File Import window

    or

    Click Reset - Same Patient then click Import to add another document for the same patient

    or

    Click Reset All then click Import to add another document for a different patient

Documents can be scanned directly into Sevocity or to a local folder. The preference for direct or local scanning is determined by the Default Scan Workflow selection.

  1. Go to Tools > Image/File Import
  2. Click Scan

  3. Make any necessary adjustments to the Scan Settings for the image output and click Scan

  4. Make any necessary adjustments to the scanned image and click OK

  5. Click Select to search for and select a patient
    1. If a patient chart is open when the Image/File Import tool is selected, the patient name will be populated in the Patient field
  6. Populate the following required fields:
    1. Type: select the category of the document being added
    2. Clinical Date: populate the date associated with the document
    3. Summary: type a description of the document or click Add from Favorites and select one or more items from the list
    4. Optional: select a user from the Provider list to associate the user with the document
  7. Click Store to Chart or Sign
    1. If signing the document, click OK to sign and save to the patient's chart
    2. Optional: click Add Note and type a note in the free text field or click Add from Favorites and select one or more items from the list

  8. Click Close to close the Image/File Import window

    or

    Click Reset - Same Patient then click Scan to add another document for the same patient

    or

    Click Reset All then click Scan to add another document for a different patient

  1. Go to Tools > Image/File Import

  2. Click Scan

  3. Scan the document into the specified local folder

  4. Make any necessary adjustments to the scanned image and click OK

  5. Populate the following required fields:

    1. Type: select the category of the document being added

    2. Clinical Date: populate the date associated with the document

    3. Summary: type a description of the document or click Add from Favorites and select one or more items from the list

    4. Optional: select a user from the Provider list to associate a user with the document

  6. Click Store to Chart or Sign

    1. If signing the document, click OK to sign and save to the patient's chart

    2. Optional: click Add Note and type a note in the free text field or click Add from Favorites and select one or more items from the list

  7. Click Close to close the Image/File Import window

    or

    Click Reset - Same Patient then click Scan to add another document for the same patient

    or

    Click Reset All then click Scan to add another document for a different patient

Scanned documents not saved to the patient chart will be deleted from the local folder.

Prior to saving an imported or scanned document to the patient chart, the file can be routed to another user in the clinic for review or to perform tasks related to the document.

  1. From the Image/File import window, click Route
  2. Search for and select a user from the To list

    1. Multiple individual users, multiple groups, or a combination of users and groups can be selected

  3. Select a Priority for the message or leave defaulted to Normal
  4. Type a Message in the free text field or click Add from Favorites and select one or more items from the list
  5. Click Send

The routed file will be sent to the assigned user's Messages inbox.

Prior to saving an imported or scanned document to the patient chart, the files can be viewed, changed, and organized.

Select a file and click View

Only image file types (e.g., .png, .jpg) can be viewed within Sevocity. Use Open/Save to view other file types

Select a file and click Delete, then click Yes to confirm decision to delete

Select a file and click Open/Save. The file will open in the default program for the file type and can be viewed or saved to the local computer or directory

  1. Select a file and click
  2. Use the drawing tools to annotate the image:
    • Pencil: click , select a line width, and select a color from the palette to draw with the pencil tool
    • Shape: click , select a shape, and select a color from the palette to add shapes to the image
      • Use the slider to make the shape larger or smaller
    • Text: click , select a font size, select a font style, and select a color from the palette to add text to the image
    • Eraser: click and select a line width to erase any pencil lines or shapes on the image
  3. Click OK

The Markup tool can only be used on image file types (e.g., .png, .jpg)

Select a file and click Move << to move the file one place to the left

Select a file and click Move >> to move the file one place to the right

 

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Contact Sevocity Support 24/7 at 877‑777‑2298 or support@sevocity.com