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How To Split Documents And Faxes From In The Inbox

  • Updated

In this article we will review how to Split Documents within the Inbox.

Here is a mini video regarding splitting documents as well:

There is an Administration setting that manages how documents can be split within the Inbox. One way completes the splitting first before assigning to patients, and the other allows you to assign to patients as you split the documents.

Please note that this is an Administration Setting so it will be set clinic wide.

The setting can be located by navigating to Administration > System Management > Document Settings.

Option 1: Default Setting Disabled, as seen above with it set to No.

  1. Access your inbox at the top of the schedule screen and select the document you are looking to split
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  2. Select split at the upper left hand side of the document
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  3. Click onto the documents first page, this will give a red border.
  4. Then click Add on the bottom left hand side

     
  5. If there is a second page that also belongs with this first document, click into page 2 and click Add. You can continue this process until all the pages that belong together have been included. 

     
  6. Once the pages that should be together are set in this first batch, click Save and Continue.
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  7. You can now follow the process for your next document set.


     
  8. Once complete there should be no pages left on the right hand side

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  9. Select Done.

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  10. The system will prompt "Are you sure you want to exit?", click Ok. 

     
  11. Reload the inbox and the new split items will appear at the top of the Unclaimed (provided no new faxes came during this time). ​You can then process them as per normal.

That's it! The split documents can then be assigned to patients and providers.

Option 2: Splitting Documents Setting Enabled

Steps 1-7 above would be completed in the same manner with this setting enabled.

8. A new window will load with the split document on the right side, it can now be assigned to a patient and a provider.  The Title and Type can be entered as well before saving:

9. After hitting Save & Next, OSCAR will bring you back to the splitting window to extract the remaining pages, after selecting Save & Continue, the assigning window will load:

10. After assigning the remaining pages and clicking Save & Next, it will bring you back to the splitting window to click Done: