As an example as to how I further use Paperport...I review everything that comes in, take care of the refills myself and fax them back and then update them on the AC meds window. I pretty well know if my patients need a follow up for that medicine or I can easily check in AC when they had their last visit. If needed I can either put the refill request with a message to schedule the patient for a follow-up in one of the employees' folders (see below) or I then move the named refill into a Paperport folder I call "Refills". I have 2 subfolders here, one for the previous month and one for the current month. If a pharmacy sends a second request I can tell them we already sent it, find the one in the subfolder and fax it back. Each new month I delete the oldest month's folder as I see no benefit to keeping these any longer.
All reports, labs, letters I also handle. Upon reviewing a lab or xray I highlight important passages, put my signature stamp and date and any comments I might have, such as "Please schedule additional views of the right breast" or "Notify patient" and then place the document in one of the employees own Paperport folder (they each have their own). Throughout the day, the ladies check their folders, take care of the things I have requested on each document, place a comment such as "scheduled for 7/8/08 at Priority Radiology. Patient notified",initial and date the document and then move it into either a Paperport folder called "Physician to sign off" or "Ready to import" depending on whether or not the document again needs my review. If it is in my folder, I review it again, add further comments if needed and, if not, I move it to the "Ready to import" folder and from there it is moved into AC.
This is working very well for us. I actually like it much better than the Adobe Acrobat and the program was included with my Brother MFC.
Leslie