The ScanSnap guide demonstrates the installation and setup of the Fujitsu ScanSnap scanner with the Attachments ability.
Keep in mind that the Fujitsu ScanSnap scanner is only a recommendation. Any Mac compatible scanner can work with MacPractice.
Fujitsu does not recommend using the ScanSnap for insurance card scanning due to the mechanics of the device's lid. For more information on this scanner please visit the Fujitsu-ScanSnap site to determine the best scanner that will fit your needs.
To set up the ScanSnap scanner, install the software and drivers. You can typically download the software for Scansnap devices by navigating to Fujitsu's Scansnap download website.
Locate the ScanSnap Installer and double click on the icon to begin installation. Follow the installer's prompts to install the ScanSnap software.
Confirm the installation, read the Terms of Service, select the installation location, and enter the computer Administrator password to begin the installation.
After installation is complete, the ScanSnap icon will appear in the dock. When the scanner is powered off, the icon will appear as a greyed out circle. When the scanner is powered on, the icon will appear as a blue circle.
Once the scanner is installed, you will need to designate or create an import folder. This folder will receive and store scanned files. If you have purchased the Attachments Ability on your MacPractice account, MacPractice can use this folder to import any attachments into MacPractice automatically.
You can access the ScanSnap Settings by right clicking on the Scansnap icon in the dock. Click on the "Settings" option.
Follow these steps to configure the ScanSnap Manager appropriately for MacPractice.
- Select the Applications tab and select "None (Scan to File)". This will direct ScanSnap to save any scans to the indicated folder in the Save tab.
- Select the Save tab. This tab will allow you to set where all scanned items will be saved. Click the "Browse..." button to select a location on your computer. We strongly recommend you name this folder something akin to "Scan Import" or something that you will recognize as your import folder, and ensure this folder is easily accessible on your computer.
- Select the Scanning tab and select Double-sided or Single-sided scanning. The option you choose will depend on the capabilities of your ScanSnap scanner, and whether you want to capture both sides of any scanned item.
ScanSnap Setup in MacPractice
To automatically import scanned images into MacPractice, you will need to set the Import Folder in MacPractice Preferences within the Attachments option.
In the Importing Options section, select the import folder with the Choose button. In the resulting window, select the path to the import folder and click the Open button. Next, check the Enable import folder to import files to MacPractice. Any file saved to the folder will be saved to the Attachments ability and deleted from this folder.
Finally, we recommend setting the "Delay Between Pollings" to 5 seconds. This option determines how frequently MacPractice will check the Import Folder to see if there are any items to import into MacPractice. As items are scanned, it should take roughly the polling time to pull those items in to MacPractice.
For more on the Attachments preferences, please see the Attachments article.
Scanning to MacPractice
After ScanSnap has been installed and Preferences and settings are set, files can be automatically imported to MacPractice from the scanner.
If a file is imported while in One mode, the image is associated to the selected patient and scanned into the Patient Attachments node. Select the imported image to set the attachment attributes, such as Attachment Type, Incident, Attachment Status, and so on.
If an image is imported while in Many mode, the image is scanned to the Attachment node, where it will remain until it is manually associated to a patient. Select the imported image to associate it to a patient, or set the Attachment Attributes, such as Attachment Type, Incident, Attachment Status, and so on.