You can import images, forms, and OLE documents and add them to existing folios.
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While configuring the Integration for Netsmart Homecare, click Reference Documents.
Or
- In the Unity Client, click My Briefcase.
- The Folios layout is displayed.
- Right-click the name of the folio and select Import to Folio.
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The Available Import Types screen is displayed:
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Select one of the following:
Available Import Types
Description
(All)
Select to display all available Document Types.
Imaging
Select to only display image Document Types.
Note:Ensure that the scanner, digital camera, or storage device is attached to your workstation before selecting an image Document Type.
Forms
Select to only display form Document Types.
Other
Select to only display OLE Document Types.
- Click Import.
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If you selected an image or OLE Document Type, continue to Images and OLE Documents.
If you selected a form Document Type, continue to Forms.
- After you have imported the document, the document in the selected folio are displayed in the Documents pane