This is a brief overview of the Scanning and Indexing of documents into eMedRec

1. Scanning and
Indexing
The transition from paper to
electronic
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2. Overview
 The purpose of scanning and indexing is
to take old paper charts and integrate
them into the system, via eMedRec Scan
& Index.
 This process saves office space and
makes locating patient charts as easy as
the click of a mouse.

3. Scanning
 Prior to scanning, ensure that all pages have
staples and paper clips removed, as these will
not go through the scanner, and may damage
your expensive equipment.
 You must select a batch type, either barcode or
manual.
 You then click new batch,
which creates the batch
to be used.
 Click Scan in the top-left
corner to begin scanning.

4. Barcode Batches
 Barcode batches can be either Forms
printed from within eMedRec, which will
include a barcode, or documents that are
placed behind a bar-coded cover sheet,
which will index pages that come after it.
 Barcodes index your documents
automatically, placing them in the
appropriate tab.
 It is very important that the barcodes
remain clear.

5. Manual Batches
 Manual batches must be filed manually, in
index mode.
 Index mode is found on
the toolbar.
 To index the batch you
must first double click the batch, and then
find the corresponding patient by
searching by patient name, date of birth,
etc. If you know the MR# you can enter it
directly.

6. Manual Batches
 After you have specified the patient, you must
select the appropriate Tab for the document.
 If the document needs to be routed to a member
of the practice staff, select the Workflow user for
routing. Select Yes to Workflow.
 If your practice has multiple locations, select the
appropriate location.
 Once the image is indexed, click next (ctrl+m) to
view the next page. The indexes will copy over.
 When indexing is complete click complete on the
toolbar.