In this article, you will learn how to scan documents directly into a patient's chart from Barti. Use it to scan insurance cards, consent forms, IDs, and other documents into Patient Profile > Files without saving files to your desktop or using the manual upload flow.

1. Open the Scan Modal

• Go to Patient Profile and select the Files tab.
• Click Scan next to the Upload button. (See instructions for downloading Dynasoft 
• Wait for the scanning service to initialize.

2. Configure Scanner Settings

• In the Scan a File modal, select Scanner from the dropdown if you have more than one device.
• Select Color Mode (Black & White, Grayscale, or Color).
• Select Duplex (two-sided) scanning if your scanner supports it and you want to scan both sides.

• Select File Format (PDF, JPEG or PNG) 

  (Note : JPEG and PNG will be disabled if your printer supports multi page scanning / auto feed and multiple pages were scanned)

3. Scan and Review

• Click Scan to start scanning.
• Review the preview in the Dynamsoft viewer.
• Enter the File Name in the text field.
• Select or add a Label (for example, Insurance Card, Consent to Treat) using the dropdown.

4. Upload

• Click Upload File to add the scanned file(s) to the patient's profile.
• All files are associated with the current patient.

5. Close

• Click Cancel or close the modal when finished.

Link to Video 

If you have any questions, please refer to Barti's Help Center or create a support ticket at support.barti.com.

FAQ

• What Type of Scanners are Supported by Barti Direct Scanning ? 

  • Direct Scanning requires a TWAIN-compatible USB or network scanner

     

• Why is duplex disabled (greyed out) ?

  • The connected scanner does not support duplex scanning. 

     

• What do I need to do the first time I use Direct Scanning 

• First-time setup may require installing the Dynamsoft client on each computer that will scan. 
  • Click Download
  • Once downloaded open the file to install the application. 
  • Follow all instructions until the application is installed on your pc or mac. 

  • Once installed return to Barti and Click Verify or Reconnect. 

     

• What should I do if I get the following error?