Drag & Drop Documents

You can drag & drop almost any type of digital file into a Correspondence panel for archive and reference purposes. Files you may want to drag & drop include .PNG graphic files, .PDF  document files, and .MP3 sound files.

How to Get Here

• Open the Correspondence panel you want to work with.

  • Patient - Open the Correspondence panel from the Home page of the patient folder, or enable the Correspondence widget on the Patient Information Panel.

  • Responsible party / professional - Open the responsible party page or professionals page to see that party's Correspondence panel.

  • Your practice - Open your practice's Correspondence panel from either the Dashboard widget or the Application widget.

  • Employee - Open the HR Manager employee record to view the Correspondence panel related to that employee.

Use This Feature

1. Open the source folder- Locate the file you want to add to the Correspondence panel.

2. Drag & drop - Drag & drop the file onto the Correspondence panel.

3. Name & categorize the file - Enter a name for the new file, and select the category it belongs in. See "Set Up History Categories" for details about creating your categories.

4. Finish - Click Ok to complete the process.

Notice!

• Can't open file - You must have an appropriate viewing / editing tool installed on your workstation to be able to open files from a Correspondence panel. For example, in order to open a .PDF  document, you must have Adobe Acrobat Reader installed..

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