Insert Label into PDF

gjacobse

@stacksofplates said in Insert Label into PDF:

Does it need to be a label or are you just using the label as metadata? If it's just metadata something like paperless might work.

No - It is not metadata - it is a physical 'label' with PHI information. This is a clinic setting -

gjacobse

@irj said in Insert Label into PDF:

Also the more I think about it...

Why do additional notes need to be in the same file?

How are these documents being stored and accessed? Is there any type of software being used to access customer information and documents?

Paper document is completed (hand written in some cases), Label applied and then scanned to file, then imported by the application in the EMR.

JaredBusch

@gjacobse said in Insert Label into PDF:

@irj said in Insert Label into PDF:

Also the more I think about it...

Why do additional notes need to be in the same file?

How are these documents being stored and accessed? Is there any type of software being used to access customer information and documents?

Paper document is completed (hand written in some cases), Label applied and then scanned to file, then imported by the application in the EMR.

If it’s being imported as a PDF into the EMR, there should be no need for extra data on the PDF itself. The EMR has all the data or should.

gjacobse

I'm reviewing the following threads:

Create Custom Dynamic Stamp

Adding Stamp to PDF

Dashrender

What's on the label you're adding?

Dashrender

Our EMR has a similar ability from the sounds of it.

A patient can print a generic form from our website - currently no way to have them print a patient specific form. the patient then fills out the remainder of the blank fields (by pen/pencil only - not online - cause no way to send filled form back to us online). The patient then brings that form into the office or faxes it to us. We can then print a label from the patients chart, put it on the form and scan it into the system and the system will auto sort the form based on the label contents.

gjacobse

@dashrender said in Insert Label into PDF:

What's on the label you're adding?

Name, Date, ID number (for Name).

stacksofplates

@gjacobse said in Insert Label into PDF:

@dashrender said in Insert Label into PDF:

What's on the label you're adding?

Name, Date, ID number (for Name).

That's metadata.

gjacobse

@stacksofplates said in Insert Label into PDF:

@gjacobse said in Insert Label into PDF:

@dashrender said in Insert Label into PDF:

What's on the label you're adding?

Name, Date, ID number (for Name).

That's metadata.

Can metadata be read as OCR?

stacksofplates

@gjacobse said in Insert Label into PDF:

@stacksofplates said in Insert Label into PDF:

@gjacobse said in Insert Label into PDF:

@dashrender said in Insert Label into PDF:

What's on the label you're adding?

Name, Date, ID number (for Name).

That's metadata.

Can metadata be read as OCR?

What? Metadata just describes information about another set of data.

My point was this shouldn't be a label at all. The document should be scanned in, and then this information added as metadata to the document. Like when you look at a PDFs document properties. There are systems that can track that metadata and make it searchable so you can just search by things like Name, Date, ID number, etc.

Dashrender

@gjacobse said in Insert Label into PDF:

@stacksofplates said in Insert Label into PDF:

@gjacobse said in Insert Label into PDF:

@dashrender said in Insert Label into PDF:

What's on the label you're adding?

Name, Date, ID number (for Name).

That's metadata.

Can metadata be read as OCR?

Can you describe the entire process like I did?

Dashrender

@dashrender said in Insert Label into PDF:

Our EMR has a similar ability from the sounds of it.

A patient can print a generic form from our website - currently no way to have them print a patient specific form. the patient then fills out the remainder of the blank fields (by pen/pencil only - not online - cause no way to send filled form back to us online). The patient then brings that form into the office or faxes it to us. We can then print a label from the patients chart, put it on the form and scan it into the system and the system will auto sort the form based on the label contents.

Now - while we can put a label on this form - we don't need to. The scanning person can sort it into the correct chart directly, skipping the need for the computer to do the sorting.

The question becomes - is it worth the cost and time of the employee to put a label on the form before scanning it - OR - just sorting it themselves?

gjacobse

@dashrender said in Insert Label into PDF:

Our EMR has a similar ability from the sounds of it.

A patient can print a generic form from our website - currently no way to have them print a patient specific form. the patient then fills out the remainder of the blank fields (by pen/pencil only - not online - cause no way to send filled form back to us online). The patient then brings that form into the office or faxes it to us. We can then print a label from the patients chart, put it on the form and scan it into the system and the system will auto sort the form based on the label contents.

It's a similar - or close enough process. But (plan is that) the document is handled electronically and inserted into the chart.

Dashrender

We are slowly - OMG so slowly - trying to move away from paper to online forms to fill out, that data is then sent as structured data into our EMR.

From home this would mean logging into an EMR portal and filling out forms online. In the office this means being handed an iPad and people filling out the data via the pad.

gjacobse

@dashrender said in Insert Label into PDF:

We are slowly - OMG so slowly - trying to move away from paper to online forms to fill out, that data is then sent as structured data into our EMR.

From home this would mean logging into an EMR portal and filling out forms online. In the office this means being handed an iPad and people filling out the data via the pad.

So Patient A would access the EMR and enter the data?

Dashrender

@gjacobse said in Insert Label into PDF:

@dashrender said in Insert Label into PDF:

We are slowly - OMG so slowly - trying to move away from paper to online forms to fill out, that data is then sent as structured data into our EMR.

From home this would mean logging into an EMR portal and filling out forms online. In the office this means being handed an iPad and people filling out the data via the pad.

So Patient A would access the EMR and enter the data?

yep... of course the EMR has to support this.

OR, the EMR has API's that a third party can use, then the third party could make forms that insert the data if the EMR doesn't have their solution.

My EMR does both - they offer their own forms (super rudimentary) or we can pay a noticeable monthly fee to a third party to have online forms for us.

JaredBusch

@dashrender said in Insert Label into PDF:

My EMR does both - they offer their own forms (super rudimentary) or we can pay a noticeable monthly fee to a third party to have online forms for us.

Well I can get something designed for only a slightly noticeable monthly fee......

1337

@gjacobse said in Insert Label into PDF:

We have a process that needs to be modernized, and I was asked how to see what I could come up with. Sadly, other than a manual process - I'm not making much head way.

A document is received; either by fax or other (paper document completed by hand, then scanned as PDF) that then needs to have additional information added. Right now in some cases the document is printed, a label printed and placed onto the document and then scanned again so that it can be read by the system.

It's estimated to be a few hundred a day. I've been formatting a simple Word Document Form, but would then need to be merged into the existing PDF.

What you want to do is more a developers job than IT, but you have several options. You could for example use Adobe Acrobat scripts to do it or you could use another programming language that has an API for opening and modifying pdf files.

You could start with Adobe's JavaScript Developer Guide:
https://www.adobe.com/go/acrobatsdk_jsdevguide

Another possibility is to create the label as a pdf and then overlay it with the original pdf. It's really a question of how smooth you want the integration to be. If people have to open multiple programs and create files etc there is a big chance that it will be too complicated to use and they'd rather just print a label and scan it again. The best automation is the one that is automatic.

Dashrender

@jaredbusch said in Insert Label into PDF:

@dashrender said in Insert Label into PDF:

My EMR does both - they offer their own forms (super rudimentary) or we can pay a noticeable monthly fee to a third party to have online forms for us.

Well I can get something designed for only a slightly noticeable monthly fee......

Hmm... I see.

gjacobse

Creating a Static / Dynamic Stamp isn't overly difficult. But I seem to being having trouble with the script needed to prompt for data entry to complete it. I found / followed a decent YT video on the matter and after creating a basic Static Stamp, started working on the Dynamic Stamp.

Create Dynamic Stamp

After some initial issues with the script, I found that I had missed one symbol; that corrected Adobe was happy and moved forward. And over all, the process works as expected. Only when prompted for entry nothing is placed into the stamp and the other field are not prompted for.

if ((event.source.forReal)&&(event.source.stampName =="#PatientTest"))
{
this.getField("Patient Name").value = app.response("Patient Name:");
this.getField("Date of Birth").value = app.response("Patient DOB:");
this.getField("Patient ID").value = app.response("Patient ID:");
}

Despite the fact that it isn't working - I'm pretty satisfied with the result thus far. Back to searching why it isn't (seemingly) working.

OP Edited also.