Adding an Attachment

To add an attachment to a patient’s record:

  1. In the patient's clipboard, click Attachments. The Attachments window is displayed with a list of files attached to the patient's record. 

  1. Click Add. The Attachment Definition window is displayed with the patient's and reviewer’s names. 

  1. In the Attachment file path: field, click the ellipsis button and navigate to the file you want to attach.

  2. Click Open. The file path is entered in the window.

  3. Enter a description of the attachment.

  4. Use the list to select a category. One of the following classes is displayed based on the category: Financial, Clinical, or Demographic.

  5. Set the Review Status field to Needs Review, Reviewed, or Not Required

Tip:  Attachments that need a review are added to Office Expert, and you can configure Practice Central to display the items.

 

Related Topics

Using Attachment Categories

Using the Attachment List Window

Skill Sharpener