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Drag & Drop Documents

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.

Drag & Drop Documents​

  1. Open the Correspondence History​

    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 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 for 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 "History Categories Editor" for details about creating your categories.

  5. Finish - Click Ok to complete the process.

Open Documents​

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.