How to Scan Documents into Epic: Step-by-Step Guide for Patient Records

Learn how to quickly scan and save documents into Epic through the Media tab to keep patient records organized and up-to-date.

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To scan documents into Epic, follow these steps: Open the patient’s chart, navigate to the ‘Media’ tab, and select ‘Scan Document.’ Choose the appropriate document type, click ‘Scan,’ and use your scanner to digitize the document. Ensure the scan is clear and correctly categorized. Finally, save the scanned document to the patient’s file. This process helps keep patient records organized and up-to-date.

FAQs & Answers

  1. What document types can I scan into Epic? You can scan various document types into Epic, including patient forms, lab reports, consent forms, and other medical records by selecting the appropriate document category during the scan process.
  2. How do I ensure scanned documents are correctly saved in Epic? After scanning, verify that the image is clear, choose the correct document type, and save it within the patient's chart under the Media tab to ensure proper organization.
  3. Can I scan multiple pages into Epic at once? Yes, most scanners compatible with Epic allow multi-page scanning. Follow the same steps and confirm the entire document is digitized before saving.
  4. Is it possible to edit scanned documents directly in Epic? Epic generally stores scanned documents as image files or PDFs, so editing requires either rescanning or using external PDF editing tools before uploading.