Using Med-Stop / Managing the documents
Med-Stop allows you to manage the documents stored in the computer system electronically. The documents can be attached to specific records of data, such as employee information, test information, or accident records.
To create a new document for a specific record, locate the documents tab in the active record window. You will find the "New" button in the top left corner of the window.
The Document feature allows you to create a new document in the Med-Stop system and attach it to the selected record.
First, you need to scan or upload the selected document.
Scanning documents is only available when using the Med-Stop System Client - an add-in software application that you can download and install on your computer.
To upload the document, ensure it is prepared properly. The recommended format for all documents is Adobe Acrobat PDF file, but you can use any format that best suits your needs. Whatever format you upload, you will be able to retrieve the documents from the Med-Stop system.
In most cases, the scan settings for preparing documents can be set to 200dpi using grayscale colors only.
Once the document is uploaded, you will be able to see its type and size, and proceed to the next step.
The Med-Stop document management system will try to automatically recognize the document type you uploaded and which record the document should be attached to. If the system cannot make the correct choice, you will be given options to describe the document.
Select the document category based on the type of record the document should be attached to. For some categories, additional information will be required. For example, when storing a Driver's License image, you will be asked to provide additional specifications such as the license number and expiration date.
Once you have completed the Document, the new document will be attached to the specified record, and you can see its description on the document list for that record.
You can remove the document at any time, if your security level allows it, by selecting the document row and pressing the "Delete" button.
Clicking on the document record row will retrieve that document for you, opening a new window with the document download.