Using the Attachments Tabs

You can manage images and documents for a patient by using the Attachment feature tabs on the Patient Workspace window. Use these tabs to view, add, edit, or delete these items.

Select EMR > Attachments to work with clinical images and documents.

Select Workspace > Attachments to work with non-clinical items.

You can display either clinical or non-clinical items from either tab by selecting the appropriate option at the top of the tab.

You can attach a document directly from the Attachments > Documents tab. Images can either be attached or acquired. For more information on attaching images, see Attaching Images to Patient Records.

To attach a document:

Select EMR > Attachments or Workspace > Attachments. The Attachments tab is displayed.
Select Documents. The Documents tab is displayed, listing attached documents.
Click . The Document/Image and the Select File to Attach windows are displayed.
Select the file to attach and click Open. The path for the attached file is displayed, and a preview is displayed depending on the file type.
Use the drop-down list to select a Category for the file.
Enter a date and description for the file.
Select the Save Image as PDF option to save it in that format.
Click Save > New to save the current image or document and reset the window, or click Save > Done to close the window.