Drag & Drop Documents into Correspondence History

You can drag and drop almost any type of digital file into a correspondence history for archive and reference purposes. Files you may want to drag and drop include .PNG graphic files, .PDF  document files, .MP3 sound files, and .MP4 video files.

Use This Feature

1. Open the Correspondence History - Open the correspondence history 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 to view the patient's correspondence history.

   Responsible Party / Professional - Open the responsible party page or professionals page to see that party's correspondence history.

   Insurance Company / Office Contacts - Open the insurance company or office contacts record to see the correspondence history.

   Your Practice - Open your practice's Correspondence widget as either a Dashboard or Application widget.

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

2. Open the Source Folder- Locate the file you want to add to the correspondence history.

3. Drag & Drop - Drag and drop the file onto the correspondence panel.

4. Name and 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.

5. Finish - Click Ok to complete the process.

More Information

What if I Can't Open the File? You must have an appropriate viewing / editing tool installed on your workstation to be able to open files from a correspondence history. For example, in order to open a .PDF  document, you must have Adobe Acrobat Reader installed.