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Attachments 5 - Using Auto Import with ScanSnap

 

Using the scanner is extremely simple. First, click the ScanSnap manager in your dock. Notice that the profile menu should show MacPractice. Selecting MacPractice from the list will make this your default choice until changed.

Put the document upside down and backwards in the scanner and push the blue button. You will notice a ScanSnap window will appear and quickly disappear on your screen. At this point, MacPractice is processing the image. If a patient is selected, MacPractice will automatically import the document into the patient's account. If there is no patient selected, MacPractice will place the file into the Attachments folder.

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