Training Materials

Training Materials & Tip Sheets for OnBase & Solarity

    Tip Sheets    

Batch Scanning

• Creating Scanned Document Encounter - HIM Users only
• Create Scanned Document Encounter, “Create New Encounter”
• Record Corrections - Flag a Scanned Image in Epic - HIM
• Separator Sheets - HIM Creation Instructions
• Update Image Dropout Setting for Highlighted Documents
• HIM How to Enter a Document Time During Indexing

Document Table Scanning

• Capturing the Image via the Documents Table in Epic from Appts
•  PAS Document Table Scanning via Perceptive – HIM, PAS & Registration
• Scanning Referrals in Grayscale – PAS

 Media Manager Scanning

• Create New Order in Epic via Media Manager
• Creating Scanned Document Encounter - All Scanning Users 
• Epic / OnBase Integrated Capture for Media Manager Scanning
• Full-Page Color Scanning Using Media Manager in Epic
• Remove Property Dialog Box from Appearing During Media Manager Scanning

MPCP

• MPCP Record Correction

General

• Invalid Patient Identifier Message When Scanning via Document Table Grid / Media Manager
• PAS Document Table & Media Manager Scanning – PaperStream IP Message
• Resizing the Interact Desktop Viewer & Customizing Display Settings
• Submit Button not Highlighted While Scanning Document - PAS, Registration & HIM Staff
• Valid Encounter/Visit Types to Utilize When Scanning

        Training Guides

• Epic ROI Scanning - Scanning ROI Authorizations
• Epic Media Manager Scanning
• CBO Batch Scanning (HB Drawer)
• HIM Batch Scanning
• PAS Registration Scanning
• eSignature Assigning Signature Deficiencies to Scanned Images
• Completing an Electronic Physician Signature Deficiency
• Hyland Virtual Printer Capture Guide
• Transfer Center - Collecting and Scanning Documents