Add a Document to Client Record
This form allows you to add a document to a client record and can be accessed from various locations through myPractice.
In the Document / Phone calls tab
OR
Click Add Document
OR
In the Appointments or Clients toolbar
Click Attach Document
The Document - [Client Name] window will display
Client Name
Select the client to add the document to, if not already selected
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File Selector
Click the File selector to browse for a document located on your computer, USB stick or external harddrive.
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Scan a Document
To directly Scan and save a document into myPractice
Click on the Scan Button.
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myPractice will use your existing scanning software to scan the document into myPractice. If you do not have any scanning software installed myPractice will be unable to scan the document.
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Once the document has been scanned the file path to the document will be displayed within "File to be Saved".
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Scanning directly into a Fully Hosted myPractice setup is not currently available. Documents need to be scanned and saved on the local computer and added as a Document in the usual way.
Scanning into myPractice requires that your scanner driver be a TWAIN compatible driver. WIA drivers are not compatible.
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File to be saved
This displays the file path for the document that will be attached to the client record.
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File Description
Give the file a description to help you identify the file more easily e.g. GP Referral July 2012
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Save & Close button
Click Save and Close to save the document to the client record.
Once saved all documents can be viewed within Client Details > Documents/Phone Calls tab as above
Click to open the document
Click to view information about the document
Click to delete the document
Click to print the document
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Cancel button
Click Cancel to quit adding a document to the client record.
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