Modifying document attachments

You can attach one document to multiple sources.

To modify the sources attached to a specific document

1.   From the Document Tree, select the document you want to modify attachments for.

2.   From the Edit menu in the Document Center, click Modify Document Attachments.

The Modify Document Attachments dialog box appears.

Note: You can attach the document to a Patient, Provider/Staff, Employer, Dental Insurance Plan, Referred BY, and/or a Referred TO source.

3.   To attach the document, click Search button next to the source.

The Select [Source] dialog box appears.

4.   Make your selection from the Select [Source] dialog box and click OK.

The attachments you select are listed under Document Attachments.

5.   To remove an attachment from the Modify Document Attachments dialog box, select the source you are removing the document from under Document Attachment, and then click Remove Attachment.

The source will be removed from the Document Attachment list.

6.   To view the signatures applied to the document, click Document Signatures.

The Document Signatures dialog box appears.

7.   Move up or down the signature list to view the signatures, and click Close.

8.   To save your changes, click Close.