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Smart Archive Overview

By using smart archive, you can easily scan multiple documents for several patients at once using our barcoding functionality.

Barcodes can be applied to patient forms using our printable stickers. You can also precede pages with the appropriate barcoded cover page, or, talk to your account manager about having barcodes automatically print on your forms.

Steps:

  1. Select the Archive tab, followed by Smart Archive.
  2. Load your barcoded forms, or forms with cover sheets, into a scanner with an automatic document feeder.
  3. Select “Start scan”. Once you press start scan, you’re all set!
  4. Once the scan is complete, simply select “Archive all” to digitally store all scanned files, or you can archive for each patient one at a time at you prefer.

Remember that you can load in multiple patient forms at once, and rest assured that they will land in the correct category due to our smart archive barcode technology.

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