Documents in Med-Stop

Med-Stop lets you 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, open the Documents tab in the active record window and click New in the top-left corner.

Creating a New Document

The document feature lets you 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 application available for download and installation on your computer.

To upload a document, make sure it is properly prepared. Adobe Acrobat PDF is the recommended format, but other file types are also accepted.

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

After uploading, the system displays the document type and size. You can then continue to the next step.

Automatic Recognition And Categorization

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

Choose the appropriate document category based on the record it is linked to. For certain categories, additional information is required. For example, 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 appears in the Documents List for the associated record. From there:

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