Attachments 2 - Adding an Attachment


Select your patient in the Patient Selector then navigate to the Patient Attachments node. Click the green plus to make a new record for the patient. Documents can be manually added to MacPractice in two different ways. Select the Browse button to use Finder to search for your document. If the document can be easily accessed, simply drag and drop the document into MacPractice.

It is important to label and organize your attachments as they are imported. You will notice that the Associated Patient will show at the top of the attachment. If you accidentally assign the attachment to the wrong patient, a new one can be selected using the small triangle next to the patient's name.

The Attachment Type should be set to organize your attachments, for example, Patient ID. If more options are needed to organize your library, navigate to the Attachment Type folder and click the green plus.

After entering the Attachment Type, enter a description. Descriptions help by adding specifics to the Attachment Type, for example, I'm using Work ID as the description for this attachment.

The Procedure Date will always default to the current day, however, this date can be edited if needed.

The Incident Menu and the Attachment Status can be used to help organize your attachments. Ask your manager about the workflow in your office.

Be sure to save all of your changes by using the Edit Menu, or with the keyboard shortcut, Command S.

If there is an attachments that is not patient specific, it can be added in the Attachment node. Be Sure that no patient is selected and click on the Attachments node then the green plus. Notice that the patient name is now a button that reads, Associate to Patient.

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