Overview

The Image Viewer page is used to:

  • Add images to an image set by importing images or scanning documents while working with an image batch

  • Create image sets for importing images or scanning documents for attaching to a charge or payment

  • Preview images in an image set that is linked to a charge or payment batch or attached to a charge or payment

How to Get Here?

To open the Image Viewer page:

From the Menus:

Launch from Image:

From the Account: 
  • Open the File menu and select Launch Image Viewer
Image Viewer opens with no image set displayed.
  1. From the Image Batches page / Charges Batches tab or Payment Batches tab, select the batch to review
  2. Click View

 

  1. From the Act: [ID] page / Active AR tab, select the line item with an attached image (displays an attachment icon )
  2. Click View Attachment

 

 


Field Definitions

Field

Type

Required 

Description

ScaleDrop DownYes

The settings for magnifying the image or for adjusting the page magnification. By default, this option is set to Fit Page, indicating the image will be sized to the width and height of the page boundaries in the preview pane.

To change the page magnification of the preview pane, click Fit Width to expand the image to the entire width of the preview pane.

To magnify the image that is displayed in the preview pane, select a percentage from the list. You can magnify the image to 200% or reduce the image to 10%. If you use the IntelliMouse® mouse, you can use the wheel to change the magnification. To change the magnification using the IntelliMouse wheel, press and hold [Ctrl] while rotating the IntelliMouse wheel to the desired magnification.

Scanner Drop DownNoThe list of scanners connected to your computer. By default, this option is set to the designated primary scanner. To select a different scanner, click one from the list.
Profile Drop DownYes

Specifies the profile configuration used for your particular scanner. The profile configuration includes the settings for the TWAIN driver for a particular scanner. For example, Image Viewer requires a scanner that is TWAIN compatible. The Xerox® DocuMate 262 scanner is recommended, but not required. If your scanner is something other than the Xerox® DocuMate 262 scanner, you will need to create a profile for that scanner to make it compatible with the TWAIN driver. By default, this option is set to Color.

To modify a profile, click  The Scanner Profile Configuration window opens. Use this dialog box to modify the current profile or to create a profile.

Auto-split Page Free Text (Numeric)No

Creates a new image set when scanning a high volume of documents. For example, suppose you have 20 documents to scan but not all of them belong to the same image set. You can sort the documents into sets and specify the break in the Auto Split option, for example, 5. A new image set is created after the fifth document is scanned, resulting in four image sets that contain five images.

To create new image sets automatically based on a specified number, enter the value in the space provided. Make sure that your documents are sorted into the sets.

Set ID Drop Down Yes

The unique identification number assigned to the set when it is created. Each set has a unique identification number and contains only the images for a particular charge or payment.

To view the images in the image set, use the shortcut keys: [Alt]+[Page Up] or [Alt]+[Page Down]. 

Image Counter ProgressRead-only DisplayYes

A visual representation of the progress of the images being loaded to the page.

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

Create Set[Alt] + [R] Creates a set into which documents are scanned or images are imported.
  1. Click Create Set. A Set ID and holding area for images in the set is created.
The newly created set can be found and accessed via the Set ID drop down list.
Delete Set [Alt] + [D] 

Deletes an image set. This action cannot be reversed.

The Image Set must be empty before it can be deleted - first delete the images out of the set via the Delete Images button. 

Deleting Image Sets
Delete Images [Alt] + [E] Deletes a selected image(s).
  1. Select image(s) from the list of images in the image set.
  2. Click Delete Images. The Delete Images window opens.
  3. Enter an explanation in the Reason for deleting field.
  4. Click Delete.

Only users with the Image > Delete right have the ability to delete images.

Move Images [Alt] + [M] 

Moves image(s) to new or existing set in a new or existing batch.

  1. Select image(s) from the list of images in the image set.
  2. Click Move Images.
  3. Open the Move to image set drop down list and select a set.
  4. To change the batch, click Change Batch. The Select Image Batch window opens.
    1. Click Search.
    2. Enter search criteria to locate the set for relocation of the image(s).
    3. Click OK.
    4. Select the new batch.
    5. Click OK.
  5. Enter an explanation in the Reason for moving field.
  6. Click Move.
Copy Images [Alt] + [C] 

Creates a duplicate of the selected image(s) within the current set or in a new set.

  1. Select image(s) from the list of images in the image set.
  2. Click Copy Images. The Copy Images window opens.
  3. Open the Copy to image set drop down list and select a set.
  4. Click Copy.
Save to PDF[Alt] + [F] 

Opens the generic Save as PDF window where you can specify where to save the image as a PDF document.

  1. Select the image to save.
  2. Click Save to PDF. The Save as PDF window opens.
  3. Specify a folder in which to save the PDF document. By default, the destination is based on your personal computer.
  4. At Look In, click the destination folder where to place the PDF document.
  5. At File Name, enter the name to give the image as the PDF document.
  6. Click Save as PDF. The image is saved as a PDF file.
Print [Alt] + [P] Allows you to print the images in an image set. Click this button after selecting the image set from the Set ID field.
  1. Select the image to print.
  2. Click Print. The Print window opens.
  3. Set the printing requirements.
  4. Click OK.
Tags [Alt] + [T] 

Freeform field to add notes for the coders, add a description about the set.

  1. Click Tags. The Image Set Tags (Set ID) window opens.
  2. Enter the Tag text in the Tag field.

  3. Click Add. The Tag text is listed in the Tag table.

    To remove a tag, select it from the Tag table and click Remove.

  4. Repeat the above steps to add additional tags, or click Save.

    Tags can be viewed from the Image Batches page / Charges Batches tab or Payment Batches tab in the Tags column.
Select All / Unselect All[Alt] + [L] Provides a convenient way to select/unselect all images in the image set. The button toggles between values upon selection.
Batch Details
[Alt] + [B] 

Allows you to set default values for the charge or payment batches that will be created from the image batch. This button opens the Image Batch [ID] window where you can set the default values.

For charge batches, you can specify a facility or date of service. This information is used as the default values in the charge batch that is linked to the image batch. All new cases added to this charge batch will have the facility, date of service, or both that was specified in the image batch.

For charge and payment batches, you can specify the description, payer, plan, or batch type as the default values for the charge or payment batch that will be created from the image batch.


Refresh Image Set
[Alt] + [G] Refreshes the Image Viewer page.
Rotate Image

[Alt] + [<]: Rotates image clockwise

[Alt] + [<]: Rotates image counter-clockwise

Rotates an image's orientation by 90, 180, or 270 degree angles. Selected images rotate 90 degrees in the direction indicated each time the button is clicked. By default, this option is set to 0.
Scanner
[Alt] + [S] 

Starts the scanning process. Make sure the document is in the scanner before clicking this button.

It is only active when there is a scanner connected to your computer.
Scanning Images
Import
[Alt] + [I] Starts the importing process. To import an image from another source, you must click the image from the folder where it is stored.Importing Images


 


 

Related Topics

Launch Image Viewer

Deleting Image Sets

Scanning Images

Importing Images



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