Attachments 1 - Navigation



The Attachments ability is a purchased upgrade to the Images ability that will allow you to store any file within MacPractice.

The Patient Selector will play a significant role in the navigation of the Attachments ability. When a patient is selected in the sidebar, MacPractice will only display the attachments that are part of that patient's records. if no patient is selected, MacPractice will display all patient attachments.

The Thumbnail node will display all the attachments for the selected patient. Use the Thumbnail Slider if you need a bigger preview of the document. If you double click on a thumbnail, MacPractice will open the file in the appropriate program.

The Patient Attachments node will display all the attachments associated to a patient. When no patient is selected, this folder will display all the patients that have attachments. If a patient is selected, all other patient attachments will be hidden to focus on the selected patient.

The Locked Patient Attachments node will display all the attachments that have been locked. A patient attachment may be moved to the Locked Patient Attachments node to prevent further adjustments.
Attachments node displays all of the attachments that are not associated to a patient. This is the fail-safe holding ground for any attachments that are not automatically imported to a patient's chart.

The Patient Photos node will display photos that have been associated to a patient's account. These photos can be taken with a webcam in the bottom right corner of MacPractice or they can be taken with the Clipboard app for iPad.

Select the Attachment Type folder and click the green plus to make a new Attachment Type. In this example, I will create Patient ID. Attachment Types should be generic enough to be used on many patients but specific enough to know what the attachment is with just a glance.

Additional Attachment Statuses can be made if you need an additional label for your workflow.

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