Barcode scanning allows users to record visits just by scanning a barcode that is associated with a client's profile.
Any standard barcode scanner can be used to do this. You can also use a camera in a device (ex. cell phone, tablet) to scan.
How to Enable
The following has to be done by a Network Administrator.
Enable "ID Type" Field (Scanner and Camera)
- For all forms of barcode scanning, the field "ID Type" must be enabled
- If you do not have this field enabled, contact support to enable it for you
- NOTE: It will enable for all agencies in a network
- If you have this field enabled, see "Add Identification Field" below
Add Identification Field (Scanner and Camera)
- Go to Administration, Lists
- Click on the orange edit icon beside "Identification"
- Click on the "New Option"
- You can name the label whatever you'd like, but the parent type has to be "Barcode"
- Save your changes
Enable Camera Scanner
- Go to Administration, Organizations
- Select the Organization you want to enable camera scanning for
- Go To Profile, Intake Organization Profile
- Check "Use Camera Barcode Scanning"
- Save your changes
Adding Barcode to Client Profile
A barcode ID needs to be added to the client's profile to be scanned against.
- Select the Barcode ID type that was created.
- Put your mouse into the "Confirmation" text box.
- Saving Barcode Number
- Click on "Scan Barcode" to enable the camera feature on your device
- If using scanner, scan the barcode. The numbers will automatically be entered into that field
- If using a camera, manually enter the numbers
- Save your changes.
How to Record a Visit with Barcode Scanning
See How Do I Record a Visit Using Barcode Scanning?
Barcode Formats Supported
The two scanning codes currently supported for camera scanning are CODE 128 and CODE 39. Link2Feed can enable these additional formats if requested EAN, EAN 8, UPC-A, UPC-C, I2of5, 2of5, CODE 93 and CODABAR.
The handheld scanning option supports any scanning option your handheld scanner supports.
Where Can I Order Barcodes?
See: Where Can I Order Barcodes?