Managing Documents in Med-Stop

The Documents

Med-Stop allows you to manage documents electronically within the system. These documents can be attached to specific data records, such as employee profiles, test results, or accident reports.

To create a new document for a specific record, navigate to the Documents tab within the active record window. Click the "New" button located in the top-left corner of the window.

Creating a New Document

The document feature enables you to upload or scan a new document and attach it to the selected record in the Med-Stop system.

To scan a document, you must use the Med-Stop System Client, an add-in software available for download and installation on your computer.

To upload a document, ensure it is properly prepared. The recommended format is Adobe Acrobat PDF; however, other file types are also accepted.

💡 For optimal upload performance, keep the file size as small as possible. A good scan setting is 200 dpi, grayscale.

After uploading, the system will display the document’s type and size. You can then proceed to the next step.

Automatic Recognition and Categorization

The Med-Stop document management system will attempt to automatically identify the document type and associate it with the correct record. If the system cannot determine this automatically, you will be prompted to manually categorize the document.

Choose the appropriate document category based on the record it is linked to. For certain categories, additional information will be required. For instance, when uploading a Driver’s License, you may need to enter the license number and expiration date.

Document List and Management

Once uploaded, the document will be listed under the Documents List for the associated record. From here:

• Click on the document row to open and download it.
• If permitted by your security level, you may delete the document by selecting it and clicking the "Delete" button.

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