1.On the Attachments tab, click on the button.

2.The Add Customer Attachments form will display.

3.Fill in information such as: Document Date, Description, Patient Name and Department.

4.To add the documents, there are three different options to choose from:

➢Select Document - With this option up to 6 files can be attached at once. The files can be selected by clicking on the envelope icon next to each field and selecting the document to attach.

➢Scan Document Now - This option allows the user to scan as many documents as needed. All scanned documents will be displayed in the Document File section.

➢Print Label and Scan Later - This option enables automated scanning and image entry. A designated barcode will be printed upon saving. The barcode should then be pasted on the document to be scanned.

5.Enter Notes.

6.When all documents are uploaded or scanned, click Save and the files will be attached to the customer record and display on the Attachments tab.

1.Click on the attachment that you want to view.

2.Click on to open the document.

1.Click on the attachment that you want to edit.

2.Click on .

3.Make any desired changes to the General or Notes sections.

4.Click OK to save the changes.

To assign the Attachment to a Case, you must have at least one case that is not Invoiced.

DLCPM offers two ways of navigation to assign a Case Number to an Attachment:

Please Note: The second navigation option (Tools > Assign CaseID to Attachments) will display the unassigned documents for all customers. Using the first navigation path, attachments will automatically be filtered to the current customer.

1.Select the attachment that you want to assign a case number, then click on the button.

2.Enter the Case Number on the Assign Image to Case form and click OK.

3.The image will be assigned to the case number and will be removed from the Attachments tab.

4.To view the assigned image navigate to either:

➢Customer > Cases > click on the case number entered on previous step > click on the Images and Attachments tab

Or

➢Customer > Cases > open the case entered on previous step > click on the Images and Attachment tab

1.Click on the attachment you wish to delete.

2.Click on .

3.Select Yes when asked for confirmation.