Add Treatment - Document Management

In the Treatment Screen you are able to generate and attach documents to the Patient's Treatment History. This can be achieved in multiple ways.

Using Document Management

1) When in the Treatment Screen, select the 'Doc Mgmt' button.

Selecting Document Management will provide you with five options (documented below).

Create New Treatment 

This option allows you to search for and generate a Treatment Document from a list of templates.

For information on creating/editing these templates see the document templates page.

Attach File

This wizard allows you to locate and attach a file/files from your local computer to the patient's treatment history.

Note: The following document file types can be uploaded into the system: txt,doc,msg,png,jpg,jpeg,pdf,docx,mp4,mp3.

Attach Image 

This option allows you to attach a treatment image. For more information see Adding a Treatment - Images page.

Drag & Drop Files

Drag & Drop facilitates the attaching of files to the Patient's history.

Locate the document files you wish to attach on your local computer and drag them into the specified 'Drop Files Here' area.

Note: The following document file types can be uploaded into the system: txt,doc,msg,png,jpg,jpeg,pdf,docx,mp4,mp3.

Saving Documents to history

Once you have attached a document/s using any of the methods above, the document/s will be added to the Add Treatment draft screen. This gives you the opportunity to add any treatments, services or clinical note.

Once you are happy to proceed, select the 'Save' button to Save to the patient's history.

View Attached Documents

View from Treatment History

Once the Documents have been saved, they will display under the Treatment History tab.

Double click the documents to view. Right-click the document and select 'Edit document' to edit.

View from 

If Documents are attached to a Patient's history, the 'Documents' Tab will display in blue. Selecting this tab will show all documents attached to the Patient's history.

To view a document, double-click on the item to open the file.