Attachments

The ability to attach external documents to Patient Activities/Documents is available beginning with Main office software version 5477.  An attachments button can be found at the bottom of the patient activity screen to attach external records to a highlighted activity in the Patient Activity Grid.  The attachments button will allow users to both save the attachment and view an already attached record.  Once the attachment is saved originally on the agency computer, select the attachments button, select “Add” and indicate the folder/directory location of the original record.  Highlight the record and select the “Attach” button.  The attachment will be saved to the selected activity in the software.  The original record will NOT be automatically deleted from the agency computer.  The software will accept attachments in most formats including:  jpg, xls, pdf, doc, and txt.  The attachments button can also be found in the View screen to view (only) an attached record.