The OSCAR Pro Inbox allows users to mark up existing documents directly within the system. Users can add text, highlight content, insert predefined stamps, and apply signatures.
Document Markup is designed to prepare documents for sharing. It allows users to add notes, signatures, stamps, or other markups before sending a document by fax or email. This replaces the need to download, edit, and re-upload documents when preparing them for sending.
Users can also view previously marked up versions and restore them, including the original document.
Note: Document Markup should be used for marking up documents before sending. For internal clinical notes or medical information, use the appropriate EMR documentation tools.
- Basic Markup Workflow
- Entering Markup Mode
- Marking Up Documents
- Saving and Sharing Marked up Documents
- Viewing Marked up Versions and Restoring
Basic Markup Workflow
Here is a typical workflow to mark up a document:
- Navigate to a document in the Pro Inbox
- Click the Markup icon to enter Markup Mode
- Use the available tools to add text, stamps, or other markups
- Click Save
Result:
The document now includes the added markups. It can be printed, faxed, or downloaded. Previous versions remain accessible and can be restored if needed.
Entering Markup Mode
Click the Markup icon at the top left to enter Markup Mode
Marking up Documents
Editing Tools
In Markup Mode, users can add comments, markups, and visual elements directly to a document using the toolbar.
| Tool | Description |
| Hand Tool | Click and drag to pan and navigate the document |
| Text Selection Tool | Select and copy text (where supported) |
| Highlight Tool | Highlight text using a selected colour |
| Add Text Tool | Insert custom text with adjustable font size and colour |
| Add Image Tool | Upload and place an image into the document |
| Draw Tool | Freehand draw with adjustable line thickness |
Tips for Using Tools
- If you’re unable to switch tools, the current tool may still be active. Click the selected tool again to deselect it, then choose another tool
- Some documents may not allow text selection depending on their format
- Adjust drawing thickness for better visibility when marking documents
Stamps
In addition to markup tools, users can apply stamps for quick document status updates and signatures.
| Stamp | Description |
| Approved | Adds a green “Approved” label to the document |
| Rejected | Adds a red “Rejected” label to the document |
| Signature | Adds the current user’s saved signature to the document. If multiple signatures are available, you can choose which one to apply |
Tips for Stamps
- Stamps can be repositioned after being placed on the document
- Use stamps for quick actions instead of manually adding text
- The Signature Stamp is useful for frequently signed documents to save time
Working with Fillable PDFs
Users can also enter information into fillable PDFs using the available tools.
Note that functionality may vary depending on how the PDF was created:
- PDFs uploaded directly into the EMR may be fillable (depending on the individual PDF)
- Faxed or scanned documents are often flattened and may not support text selection or structured input
Changing Colours
Users can adjust colours for tools such as Highlight, Draw, and Add Text using the colour selection options in the toolbar.
- Select a tool that supports colour (e.g., Highlight, Draw, or Add Text)
- Click the Colour option in the tool settings. In the colour picker:
- Click anywhere in the gradient box to choose a colour
- Use the slider below to adjust the colour range
- (Optional) Enter specific RGB values for precise colour selection
- Once selected, the chosen colour will be applied to the tool
Note: When documents are faxed, they may be converted to black and white. This can reduce the visibility of coloured markups, especially lighter shades. Use high-contrast colours when clarity is important.
Saving and Sharing Marked up Documents
Marked up documents can be saved as new versions and shared through various methods, including fax, email, printing, or download.
Saving Changes
Click the Save button to save changes. Once saved:
- A new marked up version of the document is created
- This version becomes the current version across the EMR
The updated document will appear when accessed from Inbox, eChart, Master Record, Attachment Manager, etc.
Use the Fax or Email quick link to send the marked up document.
Faxing Marked up Documents
To fax a marked up document from Inbox:
- Click the Fax button in the quick links
- Enter the desired fax number and click "Add"
- Enter Cover Letter information (optional)
- Click Send Fax
After the fax is sent using Attachment Manager, a purple entry appears in the Encounter view of the eChart, indicating what was faxed and when.
Emailing Marked up Documents
To email a marked up document:
- Click the Email button in the quick links
- The document will be included as an attachment in the newly opened Ocean Email
Note: Ocean must be integrated with your OSCAR Pro EMR for this feature to be available.
Viewing Marked up Versions and Restoring
Marked up documents are not overwritten. Each time a document is saved, a new version is created.
To view version history, click the Markup History widget next to the edit (markup) button
Using Markup History
The Current label indicates which version is actively displayed across the EMR.
Click Restore to make a previous version the current one
Once restored, that version becomes the primary document going forward.
The Markup History also shows:
- The user who created each version
- The date and time of each saved markup version