Scroll

Attachments Ability At A Glance - Interactive

The Attachments and Images Abilities attach files to patient accounts. Images is a free standard MacPractice ability used to attach nonproprietary files such as .gif, .tiff, .bmp, .jpg, .png, and .pdf files to patient accounts. 

Attachments is a purchased MacPractice ability that works similarly to Images, but allows files to be imported automatically. With the Attachments ability, you are also able to attach proprietary file formats for easy storage and retrieval, however MacPractice may not be able to display the information in these other formats.

This is an interactive image. Scroll over the screen to see MacPractice change. Click on an item to read documentation. 

This is an interactive image. Scroll over the screen to see MacPractice change. Click on an item to read documentation. 

Patients Selector: The Patient Selector will let the user quickly select a patient. 
Sidebar Label: Users can highlight an entry in the sidebar using this popup menu. 
Sidebar Plus and Minus: This will allow the user to create a new entry in the sidebar or remove an existing entry. 
Sidebar Search: This will allow the user to search through the entries in the sidebar. 
Sidebar Header: This will allow the user to organize entries in the sidebar. 
ThumbnailsThe Thumbnails node displays all attachments for a selected patient in One mode. In Many mode all patient attachments will display in the Thumbnails node.
Patient AttachmentsThe Patient Attachments node in the sidebar displays all attachments associated to a patient.
Locked Patient AttachmentsThe Locked Patient Attachments node displays all patient attachments which have been locked.
AttachmentsThe Attachments node displays all attachments that are not associated to patients.
Patient PhotosThe Patient Photos node in the sidebar displays photos associated with a patient record as a Patient Photo.
Attachment TypesAttachment Type defines the type of file, such as ID, Insurance Card, Intake Forms, and so on. Attachment Types can be designated to appear as additional nodes in the sidebar.
Attachment StatusThe Attachment Status can be used to track the file's status, such as Pending, Processed, For Review, and so on.

Associate to Order: This button will allow the user to create an order from the attachment for tracking purposes. 
Transmit to HIE: This button will allow the attachment to be transmitted to an HIE that is setup for integration with MacPractice. 
Associate to Patient: This button will allow the user to select a patient for the attachment. You can also select this option to assign the order to a different patient. 
File Name and Browse Button: This button will allow you to search through finder for your document. 
Incident Menu: This menu will allow the user to assign the attachment to a specified incident. 
Attachment Type Menu: This menu will allow the user to organize the attachment by its type. 
Description and Date: This will allow the user to organize the attachment with a description. The date will automatically fill in today's date but can be changed. 
Attachment Status Menu: This menu is used to assign a status to the attachment. 
Attachment Page: This will allow navigation through attached documents. 
Attached File Menu: This menu will allow the user to select options for the attached file. 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments