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These instructions apply for Windows users with a TWAIN-compliant scanner. We offer an alternate scanning mechanism for customers using a different OS or a non-TWAIN scanner. Please contact our technical support team to set that up.

Blueprint OMS Accommodates Documents up to 50MB in Size. This allows scanning more pages into a single document or using a higher scanning resolution.

Scanning documents into a patient file

  1. On the Patient browser tab, open the patient's file.

  2. Click the Documents tab. 

  3. Click SCAN

  4. Select the correct scanner from the drop-down menu and click Ok.

  5. Set the scanner preferences and complete the scan.

  6. Within the Add document dialog box, input a Title, select a Category, and optionally add an additional Description and Status.

  7. Click SAVE.


Dragging and dropping documents into a patient file

  1. On the Patient browser tab, open the patient's file.

  2. Click the Documents tab.

  3. Find the desired document on your computer.

  4. Drag-and-drop the document into the empty area within the Documents panel.

  5. Within the Add document dialog box, input a Title, select a Category, and optionally add an additional Description and Status.

  6. Click SAVE.

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