Attachments/Consents Overview
The Attachments/Consents module stores all digital attachment files for a selected patient’s record within a series of configurable sections and tabs. This offers you a comprehensive overview of all digital attachments and consents that are associated with a selected patient’s record. It is easy to navigate and allows you to create, view, and manage attachments electronically, eliminating the need for paper charts and incorporating a fully electronic dental record at your institution. Once configured, any attachment files that are generated in axiUm are saved and attached to the patient’s record. This may include patient receipts, consents, estimates, treatment plans contracts, payment plan contracts, etc. Similarly, when mass statements and mail merge documents are generated using the Info Manager or Case Management modules, copies can be automatically saved to each patient’s account and accessed via the Attachments/Consents module. Any paper or digital files created outside of axiUm can be scanned (if applicable) and uploaded to the patient’s record. ![]() You can access, use, and manage a variety of attachment types in axiUm. This includes:
![]() You can open the Attachments/Consents module directly as a stand-alone module or access it from another module. You can open the module directly using one of the following methods:
The Attachments/Consents module opens to the default section and sub-tab configured by your institution. Note: You must have a patient selected to open the Attachments/Consents module. ![]() Several modules include an Attachments/Consents ( The Attachments/Consents (
The EHR module has an Attachments/Consents tab that displays content from the Attachments/Consents module and does not require you to leave the EHR. ![]() The Attachments/Consents module is separated into a Section pane with the sections configured by your institution listed underneath and a series of tabs that display along the center pane. When a section is selected, all tabs applicable to that section display. Tip: This layout is often compared to the structure of a filing cabinet. Note: Sections and tab names are configured by your institution during setup. The Attachments/Consents module does not contain any search functionality. You can locate records by browsing the sections and tabs within the module. Tip: If a section or tab contains attachments, the number of attachments displays in brackets beside the name. ![]() The toolbar along the top offers seven icons:
Note: This icon is only enabled if the selected section uses a record type that can be scanned from outside axiUm.
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