EHR > Attachment Sections

Key Info  
Purpose:

Configure the sections and sub-tabs used to organize attachments.
Related Module(s):

Attachments/Consents
Accessed From:

Maintenance > EHR > Attachment Sections
Window(s):

Attachment Sections

Attachment Sub-tabs

Attachment Access

Dependencies:

None.

Attachment Sections Window

The Attachments/Consents module is divided into a series of attachment sections that separate the attachments/consents into categories. Each attachment section is made up of one or more sub-tabs.

The Attachment Sections window allows you to configure the attachment sections, as well as the sub-tabs within them.

Field Description
Description

A text field that indicates the name of the section.
Inactive

A check box that, when selected, indicates the field is inactive and not in use.
Task Procedure
Add Attachment Sections
  1. Click the Clear Data () icon.
  2. Complete the fields as necessary and click the Add a new Record () icon.
Specify Attachment Section Sub-tab
  1. Select a listed entry and click the Attachment Sub-tabs() icon to display the Attachment Sub-tabs window.
  2. Configure sub-tabs as required and close the window.
Edit Attachment Sections
  1. Select a listed entry.
  2. Make any necessary changes and click the Modify Record () icon.
Delete Attachment Sections
  1. Select a listed entry and click the Delete Record () icon.
  2. When prompted, click Yes to confirm the deletion.
Reorder Codes
  1. Select a listed entry.
  2. Click the Up and Down buttons to move the selected entry within the list.
Preview/Print Report
  1. (Optional) To preview the Attachment Sections report, click the Preview Report () icon.
  2. To print the Attachment Sections report, click the Print Report () icon.

    3. Note: The Attachment Sections reports uses the atsect.rpt file.

Attachment Sub-tabs Window

(Maintenance > EHR > Attachment Sections)

Attachment sub-tabs further categorize the attachments/consents categories, separating them by type and controlling access to the records within the sub-tab.

Examples: Consents, forms, and letters.

The Attachment Sub-tabs window allows you to specify the sub-tabs for the selected section, as well as specify access to the sub-tab. It displays when you open the Attachment Sections window, select a listed section and click the Attachment Sub-tabs () icon.

Field Description
Section

A disabled field that indicates the selected section.
Description

A text field that indicates the name of the sub-tab.
Type

A drop-down list that indicates the type of attachments that can be stored in this sub-tab:

  • Attachment
  • Letter
  • Consent
  • EPR Form
  • Summary of Care
Available in PatientAccess

A check box that, when selected, indicates the sub-tab (and it's contents) are available for view from PatientAccess.
Inactive A check box that, when selected, indicates the field is inactive and not in use.
Task Procedure
Add Attachment Sub-tabs
  1. Click the Clear Data () icon.
  2. Complete the fields as necessary and click the Add a new Record () icon.
Specify Attachment Sub-tab Access
  1. Select a listed entry and click the Level Access () icon to display the Attachment Access window.
  2. Configure access as required and close the window.
Edit Attachment Sub-tabs
  1. Select a listed entry.
  2. Make any necessary changes and click the Modify Record () icon.
Delete Attachment Sub-tabs
  1. Select a listed entry and click the Delete Record () icon.
  2. When prompted, click Yes to confirm the deletion.
Reorder Codes
  1. Select a listed entry.
  2. Click the Up and Down buttons to move the selected entry within the list.

Attachment Access Window

(Maintenance > EHR > Attachment Sections > Attachment Sub-tabs)

The Attachment Access window allows you to manage access to the sub-tab. It displays when you open the Attachment Sub-tabs window, select a listed sub-tab and click the Level Access () icon.

Field Description
Section / Sub-tab

Disabled fields that indicate the selected attachment and section.
Level

A disabled field that indicates the selected user level(s).

Tip: You can select multiple levels to save time. If multiple are selected, a comma and ellipsis (, ...) display after the first level.

Access

A drop-down list that indicates access for the selected user level(s):

  • No
  • Read Only
  • Full Access
Task Procedure
Configure Attachment Access

  1. Select one or more user levels that should have the same access.

  2. Set the access fields as necessary and click the Modify Record () icon.

  3. Repeat the steps for all necessary user levels.