Permissions Required: Clinic Staff must have Administrator, Billing Manager, Clinical Director, Front Office, Operations Manager, PTA, Staff Therapist, or Therapy Student Permissions assigned in order to manage Case Info.
Other Case Info: Attachments Tab
The Attachments tab allows you to access all documents for this case. These files may be Visit or Case forms from the Therapist, or they may be scanned-in documents, such as driver's license and insurance cards from the front office. Any file that is on the computer can be attached to a case.
The Attachments grid works like a standard Grid report.
Attachments Columns
| Source | Indicates if the attachment is a Form, Document, or Scanned Image. |
| Description | User-created description for the item. |
| Visit DOS | If the attachment is a visit note (ie therapist documentation) then the visit that the attachment is linked to is displayed. |
| Status | Indicates whether the note is signed or not, or if it is invalid. |
| Created | Date and time the attachment was created. |
| User | The user that created the attachment. |
| Class | Reserved for future features. |
| Path | Reserved for future features. |
| Extension | Shows the file extension for the file. |
Documents
Any file that is on your computer may be attached to the case and will appear under the Documents category. If your therapists dictate their notes, and these notes are in Microsoft® Word format, then it is possible to attach the file and later retrieve it.
Note: Please note that if you retrieve a document and make changes to it, it will need to be reattached to the case in order for the changes to be saved.
Forms
Forms are part of the Therapist Documentation system and consist of Visit Forms and Case forms. You can add Case forms here, but Visit forms may only be added from the Schedule or Therapist Charge Entry.
Scanned
If you have a scanner, it is possible to scan images directly into the case. These images will appear under the scanned category.
Right-clicking in the Attachments tab produces the following menu:
Attachment Menu
| Open | Opens the currently selected form. |
| Open Unsigned Clone | Allows you to create an unsigned copy of the form to which changes may be made. You may then sign this new form. This is useful for making corrections to signed forms that are not changeable. Note, that the new form will have a new creation date. You will now have a record of the original document as well as the newer updated document. |
| Move Form | Allows you to move the form to a different visit. This is useful when a note was started for a visit but that visit was subsequently deleted. |
| Add Form | New Form | Allows you to add a new Visit or Case form to the case. |
| Add Form | New Form Flow Forward | Allows you to flow forward from the currently selected form into a new form of a different or same type. |
| Add Form | New Form Flow Forward to Same | Allows you to flow forward from the currently selected form into a form of the same type. |
| Add Document | Allows you to select a document from your computer to save with the case. |
| Scan Image | Allows you to scan an image into the case attachments. |
| Retrieve for Edit | Loads the document so that you can edit it. |
| Retrieve for edit | Saves the stored document to a file. |
| | Prints the currently selected document(s). |
| Delete | Removes the document from the case. |