Importing Images

Complete this task to import images into an image set from another source (for example, e-mail) that are related to charges or payments. For example, you might import an image of an encounter form, anesthesia record, or pre-authorization notice into an image set for a case image batch. For example, you might import an image of a check, explanation of benefits (EOB) or deposit ticket into an image set for payment image batch.

For case image batch, you can specify a facility or date of service for the charge batch, which will be used as the default values in the charge batch. All new cases added to this charge batch will have the facility, date of service, or both that was specified in the case image batch.

Documents can be imported into new image sets or existing image sets of a case or payment image batch.

Step-By-Step Guide

To Specify the Default Values

This task is not required if the facility or date of service was not specified.

Step

Instructions

1

From the Image Viewer page, click the Batch Details icon ( ). The Image Batch ID window opens.

2

Complete the applicable options to specify a facility, date of service, or both for the case image batch. This information will be used as the default values in the charge batch for all new cases.

At Description, type the purpose or any additional information about the image batch.
At Facility, click the facility where services were rendered.
At DOS, click or type the date of service.
At Payer, click the payer to which claims will be submitted or from which payments are remitted.
At Plan, click the plan to which claims will be submitted or from which payments are remitted.
At Batch Type, select the type of scan batch (Case or Payment). By default, this option is set to the type chosen when the batch was created.
Timestamps including when the Image Batch was Created, the last time it was Updated and when it was Posted are listed under the input fields.

3

Continue to Import Image task.

To Import Documents into a New Image Set

Step	Instructions
1	From the Image Viewer page, click Create Set. A set is created with a unique identification number and is displayed in the Set ID list.
2	Click the Import () icon. The Open window opens.
3	Go to the folder that contains the images to import into the image set for the image batch, and then select the images. You can click one or more images to import.
4	Click Open. The status of the scanning process appears, displaying the number of scanned images completed, the number of images that are being uploaded to the server, and the number of images that are downloaded in the preview pane. Each image is sequentially numbered as the image is uploaded to the server. When the documents are scanned, the images appear as sequentially numbered thumbnails in the thumbnail pane. Use the scroll bar to view the images.
5	Verify that the image quality of the scanned images is satisfactory and that the image set is complete with the images that you want in the image set. To view an image, click the thumbnail of the image. The image appears in the preview pane on the right. Use the Scale options to magnify the image or to adjust the page magnification in the preview pane. If the image set does not contain all images that you want in the image set, repeat the above steps. If the imported image is not presented in the desired orientation, use the Rotate Image option () to change the orientation. If the image set is complete, continue at the next step.
6	Repeat steps above for each image set to add to the image batch.

To Import Documents into an Existing Image Set

Step	Instructions
1	From the Image Viewer page, open the Set ID drop down list and select the image set to which to add documents.
2	Click the Import () icon. The Open window opens.
3	Go to the folder that contains the images to import into the image set for the image batch, and then select the images. You can click one or more images to import.
4	Click Open. The status of the scanning process appears, displaying the number of scanned images completed, the number of images that are being uploaded to the server, and the number of images that are downloaded in the preview pane. Each image is sequentially numbered as the image is uploaded to the server. When the documents are scanned, the images appear as sequentially numbered thumbnails in the thumbnail pane. Use the scroll bar to view the images.
5	Verify that the image quality of the scanned images is satisfactory and that the image set is complete with the images that you want in the image set. To view an image, click the thumbnail of the image. The image appears in the preview pane on the right. Use the Scale options to magnify the image or to adjust the page magnification in the preview pane. If the image set does not contain all images that you want in the image set, repeat the above steps. If the imported image is not presented in the desired orientation, use the Rotate Image option () to change the orientation. If the image set is complete, continue at the next step.
6	Repeat steps above for each image set to add to the image batch.